Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

Legacy: Passion, Purpose and Philanthropy // Presentation

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Part 1: John Nicola – Charitable Strategy

Part 2: John Nicola – Insurance as a Charitable Strategy

Part 3: John Nicola – 5 Biggest Estate Planning Mistakes

Part 4: John Nicola – An Introduction to Frank Giustra

Part 5: Frank Giustra – What To Do With Excess Wealth

Part 6: Frank Giustra – Ground Level of The Syrian Refugee Crisis

Part 7: Frank Giustra – Deciding Who and How to Support

Part 8: Frank Giustra – Business Principles & Philanthropy

Part 9: Frank Giustra – Children, Privilege and Philanthropy

Part 10: Frank Giustra – #DearRichPeople

> > Watch our Question and Answer period with Frank Giustra. < <