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Livestream event to take place Oct. 20 & 21, 2021

Tools of the Trade

Earn up to 5 IAFE CE CREDITS

Meet our Speakers

Donald F. White

CLU ChFC AEP
Author, Speaker

Mr. White received his CLU in 1981, his ChFC in 1986, and Accredited Estate Planner designation in 1994, and is the founder and former CEO of Collaborative Wealth, an independent financial services firm with five locations throughout Florida. After 25 years, he sold his interest to his successors to begin assisting other founders with succession planning. In 2021 he released his highly anticipated book, “Always End with the Beginning in Mind: How Firms Remain Great After the Founder Exits” as a succession planning guide to founders and successors alike.

He previously authored two audio series entitled "Legacy Planning" and "Building a Great Business", and for over 25 years was the radio voice of “God’s Money”, a radio broadcast heard daily on the WAY-FM network throughout the United States.

While active in the industry, Don was named a “Legion of Honor Excalibur Knight”, a distinction held by less than 50 people worldwide, of the Million Dollar Roundtable (MDRT) Foundation. He qualified for MDRT for over 30 years, including 20 Top of the Table qualifications, ranking him among the top financial advisors worldwide.

He is Treasurer and past-Chairman of the Board of Love without Boundaries Foundation, a non-profit organization assisting orphaned and vulnerable children in China, Cambodia, Uganda and India since 2003.

A world-renowned communicator, Mr. White has spoken on virtually every corner of the globe, including the keynote to the First timers of the 2000 MDRT Annual Meeting in San Francisco, the main platform of the 2014 MDRT Annual Meeting in Toronto, the 2020 MDRT Virtual Annual Meeting, and various other venues around the world.

He is the proud father of twin girls from China, Sydney and Reagan. His first and only wife, Grace, does all she can to keep him home with her and their kids, rather than riding his bicycles, golfing, or snow skiing in the Rockies.

He can be reached at www.donaldfwhite.com or by email