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Purposeful Conversations

From the School of Hard Knocks: Thoughts About the Initial Client Interview

Date: October 9, 2018 Time: Noon ET (60 Minutes) Guest Speaker: L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge Initial client interviews are critical to the success of the planner-client relationship, yet aren’t studied that much by estate planners. Paul will conduct an in-depth look at the initial planning client interview, [...]

By |2018-09-25T10:50:49+00:00September 21st, 2018|Catalysts for Collaboration, Purposeful Conversations|

Experiential Learning: What Is It, and How Can It Accelerate Behavior Change and Transformational Results

Date: October 16, 2018 Time: Noon ET (60 Minutes) Guest Speaker: Erik Gabrielson, Partner, Activ8 Host: Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS) Join us for an interactive conversation with Erik Gabrielson and Ian McDermott on how experiential learning can turbo charge transformational results with families and [...]

From the School of Hard Knocks: Thoughts About the Initial Client Interview

Date: October 9, 2018 Time: Noon ET (60 Minutes) Guest Speaker: L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge Materials/Resources: Hard Knocks Revisited The Human Side of Estate Planning-Initial Client Interview Presentation (Full) Initial client interviews are critical to the success of the planner-client relationship, yet aren’t studied that much by [...]

By |2018-10-09T09:34:33+00:00September 21st, 2018|Catalysts for Collaboration, Purposeful Conversations|

Age Healthy, Wealthy & Wise

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 [...]

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 [...]