Date: June 12, 2018Time: Noon ET (60 Minutes)Guest Speaker: Courtney Pullen M.A., President, Pullen Consulting Group, PPI FellowHost: John A. Warnick, Esq., Founder, Purposeful Planning InstituteResources/Materials: Archetypical Styles: Common Carry Box StylesThe Arbinger Institute has a very compelling model for affecting change in a system, particularly when there has been a pattern of conflict. In this webinar, I’ll [...]
Date: April 24, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer, Ballentine Partners, LLC Host: Kirby Rosplock, Ph.D., Founder, Tamarind Partners, Inc. People are living longer than ever, but are we living better than ever? Is there anything we can do when we’re younger to make sure our last [...]
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 [...]
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 [...]
When making a significant life change or career transition – there are 8 key areas to consider and address for the greatest life satisfaction and fulfillment. It is about both letting go and moving toward something new, with joyful anticipation. Health, work and contribution will figure in prominently.