Leadership, Coaching & Growth

/Leadership, Coaching & Growth

Traditions and Family – The ThankMas Season

We are rapidly approaching the holiday season, a time for families and joyous traditions, and perhaps too much pie, turkey, etc.  What gets lost in the commercialization of the holiday season, are the opportunities we have as individuals and families to make, honor and celebrate traditions.  In this call, John A. Warnick shares a number of simple but powerful ways in which we can take advantage of what Lee Brower calls Thankmas.  Learn about Thankmas and several other ways in which you can help your family and your clients strengthen family bonds, create meaningful traditions, and explore the pathway to a more significant and purposeful life in 2018.

Love & Money: Financial Advice Helps Widows Navigate Romance and Finance

Widows who begin a committed relationship after the death of their spouse certainly hope for the best ahead with their new spouse or long-term partner. That includes finances, which may be a predictor of the success of their new relationship. Extensive research on the financial impact of widowhood does not exist. But that’s changing! In this teleconference, Kathleen Rehl discusses a major new international research study conducted in the fall of 2016, involving more than 4,000 widows. The focus of this study was on widows who had repartnered (remarried or entered a long-term relationship). Several findings of the research are highlighted, including financial confidence levels at the death of a spouse vs. after repartnering, financial challenges of repartnering, and advice given by these widows to others considering repartnering.

Aligning Your Investing with Your Values: The Power of Shareholders to Bring About Positive Change

PPI Dean of Values, Gunther Weil, Ph.D. Founder and Co-Principal, Value MentorsTM LLC interviews Andrew Behar, author of the recently published book, The Shareholder Action Guide: Unleash Your Hidden Powers to Hold Corporations Accountable and CEO of the non-profit advocacy organization As You Sow that has focused on corporate accountability since 1992. They discuss how investors can align their financial portfolios with their values; how this empowers them and can bring about positive change in environmental, social, and governance of the world’s largest and most powerful corporations.