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College-Age Millennials and Money: A Deeply Personal Relationship

Date: March 27, 2018Time: Noon ET (60 Minutes)Guest Speaker: Richard Orlando, President, Legacy Capitals, LLCHost: John A. Warnick, Esq., Founder, Purposeful Planning InstitutePPI Member Richard Orlando has recently completed a survey for College-Age Millennials' on their perceptions and behaviors around money and money issues.  In this session, we will speak to Richard about the valuable information obtained through [...]

Generations, Security, and Cybersecurity: How Yesterday’s Concepts of Security Impact Security Today

Date: March 20, 2018 Time: Noon ET (60 Minutes) Guest Speaker: M. Lisa Shasteen, Esq., Shasteen & Percy, P.A. Host: Lisa Niemeier, Founder and Managing Member of graymatter Strategies LLC, PPI Dean of Generational Impact As with almost every other aspect of life, different generations’ concepts of security determine not only how willing we are to actively [...]

By | 2018-02-28T13:08:33+00:00 February 28th, 2018|Technical Corner|

Cultural Diversity Series Honor Culture

Serving Culturally-Diverse Families: A Series on World CulturesSession #3: Honor Culture   Panelists:Elaine King, Founder & CEO, Family and Money Matters Institute™Mariana Martinez, Director of the Family Clinic at the Bowen Center for the Study of the FamilyJerry McNabb, Principal, McNabb Advisors Isabel Miranda, Co-Managing Partner at Pearlman & Miranda, LLCDate: March [...]

Making the Client Connection

Date: March 6, 2018Time: Noon ET (60 Minutes)Guest Speaker: Chris Venn, Partner, The Legacy CompaniesHost: Timothy J. Belber, JD, AEP, PPI Dean of FusionPowerful client connections are the difference between lasting, successful business relationships, or an empty meeting room. Your expertise is important, but it takes more than that to truly connect with clients - it takes a powerful [...]

By | 2018-03-01T08:32:28+00:00 February 28th, 2018|Leadership, Coaching & Growth, The Business of the Practice|

The Independent Trustee Alliance: A Fresh Take on a Rising Profession

Date: February 20, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Kevin Quinn, Co-Founder and President, Independent Trustee Alliance Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute The Independent Trustee Alliance (ITA) was born from collaboration and professional relationships established at PPI Rendezvous. We believe the independent trustee is a rising profession though one that is [...]

By | 2018-02-01T10:56:50+00:00 February 1st, 2018|Best Practices for Trusts, Trustees & Beneficiaries|