PPI members have access to weekly teleconferences and webinars with Thought Leaders and Industry Innovators. These interactive conversations introduce us to cutting edge ideas and emerging best practices for professional advisors serving legacy families and families in business. Not a member? Contact us to request guest access to an upcoming teleconference or join today!
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Upcoming PPI Events and Webinars
Join us for a Virtual Tour of the PPI Website. We will be highlighting recent changes and additions we've made the Members Only section of the website. We will also offer a quick overview of membership benefits, and we'll leave plenty of time to answer any questions you may have.Find out more
In this Mastery Program, we'll discuss the symbolic power of naming a trust and the opportunity that exists to connect the Beneficiary and Trustee to the purpose and meaning of the gift. The best name for a trust is one chosen by the clients to reflect their deepest purposes, hopes and dreams.Find out more
John G. Miller, CEO/Author, QBQ!, Inc.
The Question Behind the Question (QBQ) is a tool used by organizations and individuals to make personal accountability a core value...increase productivity, teamwork, morale, creativity, communication, and problem-solving.Find out more