May 2017

Tuesday, May 2nd
Noon ET (60 Minutes)
Impact Investing: Creating Investment Portfolios Aligned with Client Values
Debbie Huttner, Financial Advisor, Colorado Capital Management

Tuesday, May 9th
Noon ET (60 Minutes)
More than Money: A Guide to Sustaining Wealth & Preserving the Family
Michael A. Cole, President, Ascent Private Capital Management

Tuesday, May 16th
Noon ET (60 Minutes)
Wealth Planning for Cross-border Families
Andrew Fisher, CFA, CPA, President, Worldview Wealth Advisors

Tuesday, May 23rd
Noon ET (60 Minutes)
Why It is Important to Define the Purpose of the Family Wealth
Bhaj Townsend, President, Focus and Sustain

Tuesday, May 30th
— NO SESSION TODAY —

April 2017

Tuesday, April 4th
Noon ET (60 Minutes)
The Deliberately Developmental Family
Courtney Pullen M.A., President, Pullen Consulting Group, PPI Fellow

Tuesday, April 11th
Noon ET (60 Minutes)
Effective Writing Through Understanding Reader Expectation Approach
George Gopen, JD, PhD

Tuesday, April 18th
Noon ET (60 Minutes)
Financial Planning 3.0 | Evolving Our Relationships With Money
Various Guests

Tuesday, April 25th
Noon ET (60 Minutes)
Meaningful, Purposeful Family and Advisory Team Discussions: What Gets In The Way and What Can We Do About It?
Scott Mathewson, CFP®, Managing Member, Elevare LLC

March 2017

Tuesday, March 7th
Noon ET (60 Minutes)
The Inside Scoop on The International Family Offices Journal
Barbara R. Hauser, International Family Governance Expert, Global Author & Speaker

Tuesday, March 14th
Noon ET (60 Minutes)
Aligning Your Investing with Your Values: The Power of Shareholders to Bring About Positive Change
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

Tuesday, March 21st
Noon ET (60 Minutes)
Why Won’t They Call Back? ‘Planning Fatigue’:  How to Address This Very Real Obstacle to Client Momentum
Kristin Keffeler, MSM, Principal, Illumination360, Dean of Family Sustainability & Empowerment and Timothy J. Belber, Founder & Principal of The Alchemia Group LLC, PPI Dean of Fusion

Tuesday, March 28th
Noon ET (60 Minutes)
Love & Money: Financial Advice Helps Widows Navigate Romance and Finance
Kathleen M. Rehl, Ph.D., CFP®, CFT™, Founder & CEO of Rehl WEALTH Collaborations LLC and PPI Dean of Women and Linda Y. Leitz, Ph.D., CFP®, EA, CDFA, Co-owner, It’s Not Just Money, Inc.

February 2017

Tuesday, February 7th
Noon ET (60 Minutes)
Collaboration of the Estate and Financial Planning Team
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD

Tuesday, February 14th
Noon ET (60 Minutes)
Transcendent Thought and Market Leadership
Bruce Raymond Wright, CEO, Macro Strategic Design. Inc., The Wright Company

Tuesday, February 21st
Noon ET (60 Minutes)
The Money Energy Cycle: A New Paradigm of Money Mindfulness
Natalie P. Wagner, CFRC, Money Wellness Coach, VitalFinancials

Tuesday, February 28th
Noon ET (60 Minutes)
Beneficiary Defective Inheritors Trusts
L. Paul Hood, Jr., Director of Planned Giving, The University of Toledo Foundation, PPI Dean of the Cutting Edge

January 2017

Tuesday, January 3rd
Noon ET (60 Minutes)
Virtual Tour of PPI Website (Members Only)
John A. Warnick, Esq., Founder, Purposeful Planning Institute, Julie Dorosz, Director of Operations, Gayle Gahagan, Communications and Member Services Coordinator

Tuesday, January 10th
Noon ET (60 Minutes)
Lessons from The Collaborative Leader
Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS)

Tuesday, January 17th
Noon ET (60 Minutes)
Foundation Matters: Engaging and empowering future generations in philanthropic giving
Rebecca L. Franciscus & Cheryl A. Georg, Foundation Matters

Tuesday, January 24th
Noon ET (60 Minutes)
How Current Generations (All of Them!) Impact Family Wealth, Business, and Philanthropy
Lisa Niemeier, Founder and Managing Member of graymatter Strategies LLC and PPI’s Dean of Generational Impact (Moderator)
Alison Comstock Moss, Chief Strategy Officer and Principal at Paul Comstock Partners and PPI’s Dean of Family Sustainability and Empowerment
Anne Loehr, President of Anne Loehr & Associates
Sharna Goldseker, Executive Director, 21/64

Tuesday, January 31st
Noon ET (60 Minutes)
Grace Under Pressure: A Polyvagal Guide to Reducing Stress and Creating Compassionate Connections
Deb Dana, LCSW, Developer of Rhythm of Regulation Clinical Training

December 2016

Tuesday, December 6th
Noon ET (60 Minutes)
Creating Legacies of Significance
Michael G. Stuart, JD, CPA, Attorney & Counselor at Law, The Stuart Legacy Alliance, LLC

Tuesday, December 13th
Noon ET (60 Minutes)
Revisiting and Revising the Donor Bill of Rights
Bruce DeBoskey, JD, Philanthropic Strategist, Keynote Speaker, Author, The DeBoskey Group

Tuesday, December 20th
Noon ET (60 Minutes)
The Beneficiary Controlled/Directed Trust (AKA Inheritor’s Trust) Through the Lens of Purposeful Planning
John A. Warnick, Esq., Founder, Purposeful Planning Institute

Tuesday, December 27th
Noon ET (60 Minutes)
— No Session Today —

November 2016

Tuesday, November 1st
Noon ET (60 Minutes)
How Can Family Foundations Cultivate a Spirit of Collaboration
Rob Kaufold, President and Chief Risk Officer, Cauldera

Tuesday, November 8th
Noon ET (60 Minutes)
Children’s Emergency Response Planning–Filling the Gaps in Care for Children in our Estate Plans
Martha Hartney, JD, CEO and Founding Principle, CHERP LLC

Tuesday, November 15th
Noon ET (60 Minutes)
Overcoming Egos, Economics and Expectations for Effective Collaboration
Ryan Zeeb, CEO, Camelot Portfolios

Tuesday, November 22nd
Noon ET (60 Minutes)
–No Session Today–

Tuesday, November 29th
Noon ET (60 Minutes)
The Psychology of Estate Planning
L. Paul Hood, Jr., Director of Planned Giving, The University of Toledo Foundation, PPI Dean of the Cutting Edge and John Guerin, PhD, ChFC, CDFA, Senior Consulting Psychologist, Powered by Calalytics

October 2016

Tuesday, October 4th
Noon ET (60 Minutes)
Helping Business Families Negotiate their Cultural Differences
James Grubman, Ph.D., FamilyWealth Consulting and Dennis T. Jaffe, Ph.D., Professor of Organizational Systems and Psychology at Saybrook University

Tuesday, October 11th
Noon ET (60 Minutes)
The Integrative Model: A Better Approach, A Better Team
David J. Levy, JD, CCE, Co-Founder and COO, Avise Group and Paul F. Vattiato, Jr, BS, M.Ed, CEO, Avise Group LLC

Tuesday, October 18th
Noon ET (60 Minutes)
Wide-eyed, Unprepared, and Overwhelmed: A Perspective on the Mind of a Young Inheritor
Kristen Heaney, MSW, BCC, Legacy Life Coaching, LLC

Tuesday, October 25th
Noon ET (60 Minutes)
Leadership and Bowen theory: How the Advisor’s Focus on His/Her Self to Engage the Family Leader, Can Result in an Increased Ability of the Family to Manage Their Wealth
Thomas J. Schur, MSW, LCSW-R, ACSW, LMFT, Instructor, Syracuse University

September 2016

Tuesday, September 6
Noon ET (60 Minutes)
Reader’s Brain, Writer’s Brain: The Science to Connect
Stephanie West Allen, JD, PPI Dean of Neuroscience and Contemplative Practices and Hartley Goldstone, Principal of Trustscape LLC, Research Fellow at Wise Counsel Research Associates, and PPI Dean of the Trustscape

Tuesday, September 13
Noon ET (60 Minutes)
How to Guide Your Clients to Live an “A+LIFE”
Shawn T. Barberis, J.D., Founder and CEO, Aspida 360

Tuesday, September 20
Noon ET (60 Minutes)
Why Wealthy People Buy Life Insurance
Richard Harris, CLU, AEP, TEP

Tuesday, September 27
Noon ET (60 Minutes)
Family Champions: An essential component to overcoming the “shirtsleeves” proverb
Jamie Traeger-Muney, Ph.D., Founding Principal of Wealth Legacy Group and Kristin Keffeler, MSM, Principal, Illumination360

August 2016

Tuesday, August 2
Noon ET (60 Minutes)
Connecting with Your Family While Staying Out of Emotionality
Elaine King, CFP®, Director of Family Governance & Education, WE Family Offices & Dr. Mariana Martinez, Faculty, The Bowen Center for the Study of the Family

Tuesday, August 9
Noon ET (60 Minutes)
Giving Together: How Can Advisors Help Couples Create a Shared Vision for their Philanthropy?
Caroline W. Hodkinson, Vice President, Philanthropy Advisor, Bessemer Trust

Tuesday, August 16
Noon ET (60 Minutes)
What Millennials Need from their Family Advisors
Ty R. Ashford, Grantmaker, L’Aiglon Foundation and Senior Partner, JNJ Holdings, LP

Tuesday, August 23
Noon ET (60 Minutes)
Family Leadership and The Hero’s Journey: A Quest for Authenticity
Harold M Rice-Erso, PhD, MSEd, CGP

Tuesday, August 30
Noon ET (60 Minutes)
Helicopter Parents, Grandmonsters and the Five O’s – Practical Wisdom on Successfully Launching Children and Grandchildren in Life
John A. Warnick, Esq., Founder, Purposeful Planning Institute

July 2016

Tuesday, July 5
Noon ET (60 Minutes)
–No Session Today–

Tuesday, July 12
Noon ET (60 Minutes)
Human Values as Strange Attractors: A Quantum Energy Fields Model of Family Culture (How I learned to embrace chaos and enjoy the ride)
Gunther M. Weil, Ph.D., Founder & Co-Principal, Value Mentors™ LLC, PPI Dean of Values

Tuesday, July 19
Noon ET (60 Minutes)
If Wealth is More than Money, Where is it and How do you Convert it?
Enette Pauzé, PhD, President & CEO, Level 8 Leadership Institute

Tuesday, July 26
Noon ET (60 Minutes)
–No Session Today As We Will Be Hosting the 2016 Fusion Collaboration–

June 2016

Tuesday, June 7
Noon ET (60 Minutes)
Retirement Myths Busted: Tools and Resources You Can Use to Help Your Clients Successfully Make the Non-Financial Transition to Retirement
Nancy C. Nelson, CFP®, Retirement Life Mentor, Beyond Enough

Tuesday, June 14
Noon ET (60 Minutes)
Remember the Members: Without Family Members There is No Family Office
Myra Salzer, CFP®, Founder, The Wealth Conservancy

Tuesday, June 21
Noon ET (60 Minutes)
Step I: Taking Charge and Finding Purpose
Lewis Weil, Founder at Money Positive, LLC

Tuesday, June 28
Noon ET (60 Minutes)
Finology
Dick Wagner, JD, CFP, Founder of WorthLiving LLC, PPI Dean of Finology

May 2016

Tuesday, May 3
Noon ET (60 Minutes)
Casting a Vision for Wealth and Its Purpose
David R. York, Esq., CPA, Fellow of the American College of Trust & Estate Counsel and Author of Entrusted

Tuesday, May 10
Noon ET (60 Minutes)
Triggering the Philanthropic Impulse: the Neuroscience of Being Human
Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS)
Patricia Ridell, PhD, Consultant Neuroscientist, International Teaching Seminars (ITS)

Tuesday, May 17
Noon ET (60 Minutes)
Wisdom, Power, Love…through the 5 personal energies
Kathy Brown, Founder, Kathy Brown TLC (Transformation & Leadership Center)

Tuesday, May 24
Noon ET (60 Minutes)
Understanding the Endgame
Matthew Wesley, JD, MDiv, Founder of The Wesley Group, PPI Dean of Family Culture

Tuesday, May 31
Noon ET (60 Minutes)
–No Session Today–

April 2016

Tuesday, April 5th
Noon ET (60 Minutes)
Values Shift: Millennials & Wealth at a Crossroad
Kirby Rosplock, Ph.D., Founder, Tamarind Partners, Inc.

Tuesday, April 12th
Noon ET (60 Minutes)
Success to Significance…What Your Business Owner Clients Need to Know About Creating a Business That’s Sustainable
Josh Patrick, Founding Principal, Stage 2 Planning Partners, PPI Dean of Sustainable Business Enterprises

Tuesday, April 19th
Noon ET (60 Minutes)
Leadership from Behind: The Importance of Engaging Parents in a Next-Gen’s Journey Towards Thriving (and how to actually do that)
Kristin Keffeler, Principal, Kinetic Enterprise, LLC and PPI Dean of Family Sustainability & Empowerment and Alison Comstock Moss, Chief Strategy Officer, Paul Comstock Partners and PPI Dean of Family Sustainability & Empowerment

Tuesday, April 26th
Noon ET (60 Minutes)
Benefits of Mindfulness, Self-Awareness and Reflection in Providing Exceptional Client Service
Dr. Francine Campone, Director, Evidence Based Coaching Program, Fielding Graduate University

March 2016

Tuesday, March 1st
Noon ET (60 Minutes)
The Billable Hour: Damaging to Your Brain, Detrimental to Life Satisfaction, and Destructive to Client Trust?
Ron Baker, World-Renowned Value Pricing Expert and Stephanie West Allen, JD, PPI Dean of Neuroscience and Contemplative Practices

Tuesday, March 8th
Noon ET (60 Minutes)
High-Performance Teaming and Professional Collaboration: Making the Process Explicit
David Holaday, Managing Member at Inspire Wealth Management, LLC and Mark Alton, Vice President, The Armory Group at Morgan Stanley

Tuesday, March 15th
Noon ET (60 Minutes)
Consulting with Enterprising Families: Research Findings and Discussion
Dean Fowler, President, Dean Fowler Associates, Inc. and PPI Dean of Interdisciplinary Fluency

Tuesday, March 22nd
Noon ET (60 Minutes)
Defining a Meaningful Inheritance: A Four Step Process for Assisting Clients Answer ‘How Much is Enough?’
Timothy J. Belber, Founder & Principal of The Alchemia Group LLC, PPI Dean of Arts & Practice

Tuesday, March 29th
Noon ET (60 Minutes)
Five Keys to Solving the Implementation Dilemma and Building More Sustainable Client Relationships
Timothy J. Belber, Founder & Principal of The Alchemia Group LLC, PPI Dean of Fusion and John A. Warnick, Esq., Founder, Purposeful Planning Institute

February 2016

Tuesday, February 2nd
Noon ET (60 Minutes)
New Blood: Best Practices (and Worst Mistakes) for Integrating New Spouses into Families of Wealth
Tom Rogerson, Senior Managing Director and Family Wealth Strategist, Wilmington Trust

Tuesday, February 9th
Noon ET (60 Minutes)
Equity Value Enhancement
Carl L. Sheeler, PhD, ASA, Co-Founder, Strategic Value Architect & Strategist, Privatus LLC

Tuesday, February 16th
Noon ET (60 Minutes)
High Adventures in Family Learning
Mark Widmer, Ph.D., Senior Consultant & Founder, Ampelis

Tuesday, February 23rd
Noon ET (60 Minutes)
Charitable Giving Review with a Focus on Life Insurance
Steve Hamilton, JD, CLU, ChFC, Director, Advanced Consulting Group, Nationwide

January 2016

Tuesday, January 5th
Noon ET (60 Minutes)
Virtual Tour of PPI Website (Members Only)
Julie Dorosz, PPI Director of Operations and Tiffany Gunnerson, PPI Director of Communications

Tuesday, January 12th
Noon ET (60 Minutes)
Caregiving: How to Understand and Educate Your Client
Barbara McVicker, Eldercare Expert, Speaker, Author, and Host of the PBS Special “Stuck in the Middle: Caring for Mom and Dad”

Tuesday, January 19th
Noon ET (60 Minutes)
Insights on Family Office Compensation
Trish Botoff, Botoff Consulting and James Coutre, Vice President, Insights and Connections at Fidelity Family Office Services

Tuesday, January 26th
Noon ET (60 Minutes)
Raised Healthy, Wealthy & Wise: Raising Productive and Motivated Children in an Age of Abundance
Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer, Ballentine Partners, LLC

December 2015

Tuesday, December 1st
Noon ET (60 Minutes)
Charitable Trends and Strategies for Ultra-High-Net-Worth Clients
Nathan Daley, Director, Complex Assets Group, Fidelity Charitable
Tuesday, December 8th
Noon ET (60 Minutes)
Metamorphosis: The Transformative Power of Story
Matthew Wesley, JD, MDiv, PPI Dean of Family Culture and Arielle Nóbile, Founder & CEO, Legacy Connections Films

Tuesday, December 15th
Noon ET (60 Minutes)
Working with Strangers in Paradise: A Conversation with Jim Grubman
Dr. Jim Grubman, FamilyWealth Consulting

Tuesday, December 22nd
Noon ET (60 Minutes)
–No Session Today–

Tuesday, December 29th
Noon ET (60 Minutes)
–No Session Today–

November 2015

Tuesday, November 3rd
Noon ET (60 Minutes)
Leaders Eat Last: Why Some Teams Pull Together and Others Don’t
Stephen Shedletzky, Head Engagement Officer, Start With Why

Tuesday, November 10th
Noon ET (60 Minutes)
Impact Investing: Putting Your Money Where Your Mission Is
Bruce DeBoskey, The DeBoskey Group, PPI Dean of Philanthropy

Tuesday, November 17th
Noon ET (60 Minutes)
Steps for Better Thinking: Steps for Better Client Service
Dr. Susan Wolcott, WolcottLynch Associates

Tuesday, November 24th
Noon ET (60 Minutes)
Zen and the Art of Family Wealth Planning
Isabel Miranda, Pearlman & Miranda, LLC

October 2015

Tuesday, October 6th
Noon ET (60 Minutes)
The Young Philanthropy Movement and the Finance Industry
Jonah Wittkamper, Co-Founder & Global Director, Nexus Network

Tuesday, October 13th
Noon ET (60 Minutes)
Parenting the One Year-Old Millionaire: Instilling Values from Day One
Jeff Savlov, President, Blum & Savlov, Inc., Family Business Consulting

Tuesday, October 20th
Noon ET (60 Minutes)
What Is Finology?: Bringing the Liberal Arts to Money
Richard B. Wagner, JD, CFP, Founder of WorthLiving LLC, PPI Dean of Finology

Tuesday, October 27th
Noon ET (60 Minutes)
The Quiet Challenges Common to Clients Managing Life Transitions
Susan Bradley, CFP®, CFT™, Founder of the Sudden Money® Institute (SMI), PPI Dean of Transitions

September 2015

Tuesday, September 1st
Noon ET (60 Minutes)
Widow’s Voices: Listening to 1,100 Widows and Understanding Implications of This Research (Preliminary Findings of a New National Study) PLUS Sharing More Ideas About Working with Widows (Follow-up After Rendezvous)
Kathleen M. Rehl, Ph.D., CFP®, CFT™, Author of multi-award winning Moving Forward on Your Own: A Financial Guidebook for Widows, Founder & CEO of Rehl WEALTH Collaborations LLC

Tuesday, September 8th
Noon ET (60 Minutes)
Family Philanthropy: A Deeper Dive into What Works
Lisa Parker, President and Executive Director of The Lawrence Welk Family Foundation

Tuesday, September 15th
Noon ET (60 Minutes)
Relatedness: The Hidden Source of Transformation
Stefan Locher

Tuesday, September 22nd
Noon ET (60 Minutes)
Endorphinomics: The Science of Human Flourishing
Steve Moeller, President, American Business Visions, LLC

Tuesday, September 29th
Noon ET (60 Minutes)
Who Needs A Professional Fiduciary?
Marquerite Lorenz, Lorenz Fiduciary Services, Inc.

August 2015

Tuesday, August 4th
Noon ET (60 Minutes)
–No Session Today–

Tuesday, August 11th
Noon ET (60 Minutes)
Inside Out: How Conflict Professionals Can Use Self-Reflection to Help Their Clients
Gary J. Friedman, Co-Founder, The Center for Understanding in Conflict (formerly the Center for Mediation in Law)

Tuesday, August 18th
Noon ET (60 Minutes)
Lead: An Adventure in Multidisciplinary Family Enterprise Advising
Karen Laprade, GDCR, CFWA, ACFBA, FEA, Kyle Harrison, MBA, CFA, FEA, Sally Dennis, B.A. (Oxon-Law), L.L.M, L.L.B, LEAD Family Enterprise Advisors

Tuesday, August 25th
Noon ET (60 Minutes)
Relationship Intelligence: How Do You Attend to What Really Matters?
Chris Venn, Partner, The Legacy Companies

July 2015

Tuesday, July 7th
Noon ET (60 Minutes)
The Cabin – Architecting a Family-of-Affinity Office
Myra Salzer, Founder, The Wealth Conservancy
Rob Gordon, Founder, United Interests

Tuesday, July 14th
Noon ET (60 Minutes)
Power of Presence
Melissa Hoyer, Wealth Counselor, My Impax
Arielle Nobile, Legacy Filmmaker, Legacy Connections Films

Tuesday, July 21st
Noon ET (60 Minutes)
Converting Taxable Capital into Charitable Capital Utilizing Existing Charitable Capital Planning Tools
Nicholas Gregory, ChFE, CEBA, CFP®, CEO of The Financial Engineering Institute

Tuesday, July 28th
Noon ET (60 Minutes)
Mag or Min—Which Are You? Two Patterns of Decision-making That Make You Who You Are
Thomas J. Schur, MSW, LCSW-R, ACSW, LMFT, Instructor, Syracuse University

June 2015

Tuesday, June 2nd
Noon ET (60 Minutes)
The Family Advisory Council: Maximizing Results for the Client through Collaboration
Alison Comstock Moss, Vice President, Paul Comstock Partners
Paul L. Comstock, Chairman, Paul Comstock Partners

Tuesday, June 9th
Noon ET (60 Minutes)
Remaining Effective and Relevant: The Holy Grail of an Advisor’s Practice
Courtney Pullen M.A., LPC, President, Pullen Consulting Group

Tuesday, June 16th
Noon ET (60 Minutes)
Better Together
Tom Rogerson, Senior Managing Director and Family Wealth Strategist, Wilmington Trust

Tuesday, June 23rd
Noon ET (60 Minutes)
The Empowered Wealth Family Leadership Mindset: Thriving in a World of Disruption & Change
Ron Nakamoto, CEO, Empowered Wealth Connect

Tuesday, June 30th
Noon ET (60 Minutes)
Polarities in Trust Administration
Daniel P. Felix, The Professional Trustee and Neesa Sweet, The Braided River Group

May 2015

Tuesday, May 5th
Noon ET (60 Minutes)
Client and Colleague Leadership Through the Lens of EQ
Cathy Carroll, Founder of Legacy Onward (hosted by Melissa Mitchell-Blitch, PPI Dean of Collaboration)

Tuesday, May 12th
Noon ET (60 Minutes)
Re-thinking Your Next Quarter (Century): Reinventing Yourself and Your Organization to Create Continuous Growth, and Ensure Your Future Relevance
Jared Nichols, Principal, The Jared Nichols Group

Tuesday, May 19th
Noon ET (60 Minutes)
Estate Planning for the Heart
Constance Holden, RN, MSN, Co-Founder, The Conversation Project in Boulder County

April 2015

Tuesday, April 7th
Noon ET (60 Minutes)
Psychology of Estate Planning
John Guerin, PhD, ChFC, CDFA and L. Paul Hood, Jr, Director of Planned Giving at The University of Toledo Foundation

Tuesday, April 14th
Noon ET (60 Minutes)
PRICELESS: Self Worth Beyond Net Worth
Laura Fredrickson, Thought Leader, Coach & Speaker – PRICELESS Coaching & Consulting

Tuesday, April 21st
Noon ET (60 Minutes)
Heir Search Industry: Much More than Lost and Found
Suzanne Simpson, VP Business Development at HeirSearch.com, Marquerite Lorenz, Lorenz Fiduciary Services, Inc., Laureen Janzen, Operations Manager at HeirSearch.com

Tuesday, April 28th
Noon ET (60 Minutes)
NEW for your toolbox for clients and donors: LifeLegacy Conversations: Inspiring Action Through Story
Susan Turnbull, Founder and Principal of Personal Legacy Advisors and Lani Peterson, Principal of Arnzen Group

March 2015

Tuesday, March 3rd at Noon ET (60 Minutes) – Your Final Legacy: 3 Reasons Why End-of-Life Healthcare Planning Impacts the Legacy You’ll Leave , Anne Denny, End-of-Life Speaker, Blogger, and Author

Tuesday, March 10th at Noon ET (60 Minutes) – Love and Power: Serving Multi-generational Families, Dean Fowler, PPI Dean of Interdisciplinary Fluency and Matthew Wesley, PPI Dean of Family Culture

Tuesday, March 17th at Noon ET (60 Minutes) – Selecting the Family Business as a Goal: Why? Dr. Steven K. Moyer, The Network of Family Businesses & SKM Associates LLC

Tuesday, March 24th at Noon ET (60 Minutes) – Modern Trust Drafting, Kim Kamin, Principal, Advisor and Chief Wealth Strategist, Gresham Partners, LLC
Tuesday, March 31st at Noon ET (60 Minutes) – “Here’s what I was thinking when I said “Health, Education, Maintenance and Support:” The Effectiveness of a “Direction Memo” in Purposeful Trusts and other Estate Planning, Paul Caspersen, CFP®, MS, Exec. Director in the Office of Gift Planning at University of Florida Foundation, Inc.

February 2015

Tuesday, February 3rd at Noon ET (60 Minutes) – Culture Does Indeed Eat Structure for Breakfast, Matthew Wesley, PPI Dean of Family Culture

Tuesday, February 10th at Noon ET (60 Minutes) – Fusion Collaboration: Where Heart Meets Smart, John A. Warnick and Guests

Tuesday, February 17th at Noon ET (60 Minutes) – Creating and Administering Trusts to Support Recovery for Beneficiaries having Substance Use Disorders, William Messenger, Arden O’Connor, and Melissa Mitchell-Blitch (hosted by Hartley Goldstone, PPI Dean of the Trustscape)

Tuesday, February 24th at Noon ET (60 Minutes) – Engaging Advisors Before You Begin The Family Work, Agatha Johnson, Principal, Prosperity Wealth Management LLC. and Generations To Generations LLC. (hosted by Melissa Mitchell-Blitch, PPI Dean of Collaboration)

January 2015

Tuesday, January 6, 2015 at Noon ET (60 Minutes) – The Future of Purposeful Planning Institute, John A. Warnick

Tuesday, January 13th at Noon ET (60 Minutes) – Continuing the Conversation on Fiscal Inequality: Your Questions Answered, James E. Hughes, Jr., Joanie Bronfman, Jackie Merrill

Tuesday, January 20th at Noon ET (60 Minutes) – An Introduction to Using Your Technical Tools Purposefully, Timothy J. Belber

Tuesday, January 27th at Noon ET (60 Minutes) – Tending the Orchard, Robert J. Holton, Vice President – Private Client Group, Cleary Gull (hosted by Dean Fowler, PPI Dean of Interdisciplinary Fluency)

December 2014

Tuesday, December 2nd at Noon ET (60 Minutes) – Family Dynamics and Family Business, Molly McCullough and Dana Green (hosted by Matthew Wesley, PPI Dean of Family Systems)

Tuesday, December 9th at Noon ET (60 Minutes) – The Most Overlooked Issues and Opportunities in Trust Design After ATRA, Edwin Morrow, Manager for Wealth Strategies Communications for Key Private Bank’s Wealth Advisory Services (hosted by Paul Hood, PPI Dean of the Cutting Edge)

Tuesday, December 16th at Noon ET (60 Minutes) – Family Constitutions: From Saudi to Texas—Why & How, Barbara R. Hauser, International Family Governance Expert, Global Author & Speaker

November 2014

Tuesday, November 4th at Noon ET (60 Minutes) – How Personalized Philanthropy Can Benefit You and Your Clients, Steven Meyers, Center for Personalized Philanthropy, American Committee for the Weizmann Institute of Science (hosted by Timothy J. Belber, Dean of Arts & Practice)

Tuesday, November 11th at Noon ET (60 Minutes) – Navigate Epic Aging & Inheritance Conflicts to Build Your Practice, John E. O’Grady, O’Grady Law Group

Tuesday, November 18th at Noon ET (60 Minutes) – Understanding the Roles Wealth Occupies in our Families, How to Identify Them and How to Employ Them for Family Flourishing, Lisa Gray, Founder & Managing Member, GrayMatter Strategies LLC (hosted by Matthew Wesley, PPI Dean of Family Systems)

Tuesday, November 25th at Noon ET (60 Minutes) – The Collaborative Practice Revolution in Trusts & Estates, Peter Johnson, PWJohnson Wealth Management and Nancy Ross, BSR Counseling Services

October 2014

Tuesday, October 7th at Noon ET (60 Minutes) – Creating a Home of Your Own – Using Space to Support Meaningful Individuation and Integration in the Rising Generation, Rebecca McLoughlin, Beautiful Living From The Inside Out: Life and Interior Coaching (hosted by Kristin Keffeler, PPI Dean of Family Sustainability & Empowerment)

Tuesday, October 14th at Noon ET (60 Minutes) – Making Me Mine: The Importance of Solid Identity Formation in Next Gens, Dr. Terri Finney, Finney Consulting Group

Tuesday, October 21st at Noon ET (60 Minutes) – What Are You Talking To Your Clients About? Todd Fithian, Managing Partner of The Legacy Companies (hosted by Timothy J. Belber, Dean of Arts & Practice)

Tuesday, October 28th at Noon ET (60 Minutes) – Family Caregiving: America at a Tipping Point, David Levy & Paul Vattiato, Care Giver Reality

September 2014

Tuesday, September 2nd at Noon ET (60 Minutes) – No Session Today

Tuesday, September 9th at Noon ET (60 Minutes) – Continuing the Conversation on Fiscal Inequality: Arranged Marriages, the Modern Pre-Nup, and the Civil Law System, James E. Hughes, Jr.

Tuesday, September 16th at Noon ET (60 Minutes) – Transferring Businesses and Properties to the Next Generation: A Blessing or a Curse? David Gage, Ph.D., Founder, BMC Associates

Tuesday, September 23rd at Noon ET (60 Minutes) – Not “Why Legacy Planning?”, but the vital role of WHY in Legacy Planning, Richard Orlando, Ph.D., President & CEO, Legacy Capitals, LLC
Tuesday, September 30th at Noon ET (60 Minutes) – The Joy of Financial Security: Teaching Your Clients How to Invest in Joy, Donna Skeels Cygan, CFP®, MBA
Author, The Joy of Financial Security (hosted by Kathleen Rehl, PPI Dean of Women)

August 2014

Tuesday, August 5th at Noon ET (60 Minutes) – How to ACE the Hard Part of Soft Skills in Financial Planning, Susan Zimmerman, Chartered Financial Consultant, Licensed Marriage & Family Therapist, Certified Clinical Trauma Professional

Tuesday, August 12th at Noon ET (60 Minutes) – The Advisor’s Role in Sparking Philanthropy, Timothy J. Belber, JD, AEP, PPI Dean of Arts & Practice

Tuesday, August 19th at Noon ET (60 Minutes) – Philanthropy Re-Imagined – What Poem Will Philanthropy Write?, Peter Karoff, Founder, The Philanthropic Initiative

Tuesday, August 26th at Noon ET (90 Minutes) – Fiscal Inequality—When a Woman in a Heterosexual Couple Has Greater Income or Greater Capital Than Her Partner, James E. Hughes, Jr., Joanie Bronfman, Jackie Merrill

July 2014

Tuesday, July 1st at Noon ET (60 Minutes) – Your Passion or Your Pension? Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS)

Tuesday, July 8th at Noon ET (60 Minutes) – The Hardest Working Punk Band Ever: One Next Gen’s Story of Finding His Own Way (Hosted by Kristin Keffeler, PPI Dean of Family Sustainability & Empowerment)

Tuesday, July 15th at Noon ET (60 Minutes) – What’s The Big Deal About Happiness? Dennis T. Jaffe, Keith Whitaker (Hosted by Hartley Goldstone, J.D., MBA, PPI Dean of the Trustscape)

Tuesday, July 22nd at Noon ET (60 Minutes) – The Sad State of Estate Planning — Broken Models, Broken Families, Extraordinary Opportunities, Dr. Tom Deans, Intergenerational Wealth Expert & Best-Selling Author of Every Family’s Business and Willing Wisdom (Hosted by Josh Patrick, PPI Dean of Sustainable Business Enterprises

Tuesday, July 29th at Noon ET (60 Minutes) – Helping Your Client (and you) Find Purpose in Life, Levi Brackman, CEO and Founder, Purposes Inc

June 2014

Tuesday, June 3rd at Noon ET (60 Minutes) – The Future of Financial Planning, Elizabeth Jetton, CFP®, Consultant, Coach, Speaker, Facilitator (hosted by Richard Wagner)

Tuesday, June 10th at Noon ET (60 Minutes) – The Values Advantage™: Seeing Through the Blind Spot to Enrich Client – Advisor Collaboration, Gunther M. Weil, Ph.D., Purposeful Planning Institute Dean of Values & Founder/CEO Value Mentors, LLC

Tuesday, June 17th at Noon ET (60 Minutes) – Failure to Launch: Shifting the Lens on Struggling NexGens, Dr. Carolyn Friend & Dr. James Weiner, co-authors of The Legacy Conversations, co-founders of Inheriting Wisdom

Tuesday, June 24th at Noon ET (60 Minutes) – Necessary Endings: Facing the Inevitable in Business and Life, Melissa Mitchell-Blitch, LPC, CACII, CPA, Eredita Consulting

May 2014

Tuesday, May 6th at Noon ET (60 Minutes) – The Emotionally Intelligent Championship Team: Collaborate, Cooperate, and Communicate at the Highest Caliber, Ken
Donaldson, Change Effectiveness Officer, ChangeUp Works

Tuesday, May 13th at Noon ET (60 Minutes) – Why Saving Money Is Not the Secret to Retirement Samantha (Tracy) Piercy, Founder of MoneyMinding

Tuesday, May 20th at Noon ET (60 Minutes) – Daughters in Charge: Adapting to the Changing Landscape of Leadership in Family Businesses, Amy J. Katz, Ph.D., Baker & Daboll, LLC (hosted by Melissa Mitchell-Blitch

April 2014

Tuesday, April 1st at Noon ET (60 Minutes) – Philanthropy’s Next Generation Now, Emily Davis, Emily Davis Consulting (hosted by Kristin Keffeler)

Tuesday, April 8th at Noon ET (60 Minutes) – An Update on the Journey to Purposeful Mastery Project: Lessons Learned from the Masters in the Realm of Philanthropy, John A. Warnick, Esq., Founder of The Purposeful Planning Institute

Tuesday, April 15th at Noon ET (60 Minutes) – Leadership Through Effective Communication, Claire Kluever, Magnolia Solutions

Tuesday, April 22nd at Noon ET (60 Minutes) – Moments of Enlightenment from Philanthropy Camp for Women, Deborah Goldstein, Enlightened Philanthropy

Tuesday, April 29th at Noon ET (60 Minutes) – The Positive Power of the Purposeful Planning Process, Barbara A. Culver, John A. Warnick, Thayer Willis, Kristin Keffeler and Terry Hunt, Connect-Gens, LLC

March 2014

Tuesday, March 4th at Noon ET (60 Minutes) – Getting to Giving: Helping the Prospective Donor Ask the Right Questions, Howard Stevenson

Tuesday, March 11th at Noon ET (60 Minutes) – Visual Tools to Make Legal Information and Agreements More Accessible and More User-Friendly, Susanne Hoogwater

Tuesday, March 18th at Noon ET (60 Minutes) – Developing the Fiduciary Character, Hartley Goldstone

Tuesday, March 25th at Noon ET (60 Minutes) – What It Might Look Like if Walt Disney Managed Your Practice, Michael Palumbos

February 2014

Tuesday, February 4th at Noon ET (60 Minutes) – Go Ahead, You Can Say the Dreaded ‘T’ Word, Leslie H. Krieger, Ph.D., SPHR

Tuesday, February 11th at Noon ET (60 Minutes) – Lessons from the Field: Actionable Reflections on Catalytic Work with Families, Matthew Wesley

Tuesday, February 18th at Noon ET (60 Minutes) – How to Become More Innovative – oh, and grow your business, Ian McDermott

Tuesday, February 25th at Noon ET (60 Minutes) – Proactive Successors, Dean R. Fowler, Ph.D.

January 2014

Tuesday, January 7th at Noon ET (60 Minutes) – Treating Enabling as an Addiction, Dr. Robert N. Weinberger

Tuesday, January 14th at Noon ET (60 Minutes) – A Look Inside the Family Office: A Preview of The Complete Family Office Handbook, Kirby Rosplock, Ph.D.

Tuesday, January 21st at Noon ET (60 Minutes) – Philanthropy Planning Re-imagined, Richard Marker

Tuesday, January 28th at Noon ET (60 Minutes) – Revitalizing the Next Generation: Creating a Culture of Stewardship, Adaptation and Innovation in the Family Enterprise, Dennis T. Jaffe, Ph.D.

December 2013

Tuesday, December 3rd at Noon ET (60 Minutes) – Purposeful Pre-Nups, Emily Bouchard & Paul Hood

Tuesday, December 10th at Noon ET (60 Minutes) – The Keys to “Trusted Relationships”: Understanding How and Why People Trust, Robert Lambert

Tuesday, December 17th at Noon ET (60 Minutes) – Buy-Sell Agreements for Closely Held and Family Business Owners, Z. Christopher Mercer

November 2013

Tuesday, November 5th Noon ET (60 Minutes) – The Journey to Purposeful Mastery Project, John A. Warnick, Esq., Founder of The Purposeful Planning Institute

Tuesday, November 12th at Noon ET (60 Minutes) – Transparency is Not Enough – The Power of Authenticity in Building and Maintaining Business Relationships, Terri Finney

Tuesday, November 19th at Noon ET (60 Minutes) – The Business of Wanting More: Why Success is Over-Rated and How to Get More of What you Really Want in Your Life, Brian Gast

Tuesday, November 26th at Noon ET (60 Minutes) – Learning How to Run a Profitable and Ethical Practice, Josh Patrick

October 2013

Tuesday, October 1st at Noon ET (90 Minutes)– Positive Legacy Planning Workshop, Ed Jacobson

Tuesday, October 8th at Noon ET (60 Minutes) – Philanthropy: The Key to Unlocking True Collaboration for Purposeful Planning, Susan Axelrod

Tuesday, October 15th at Noon ET (60 Minutes) – Which Came First, The Family Business or the Family Wealth? The Case for Prioritizing Non-Financial Wealth Management, Lisa Gray

Tuesday, October 22nd at Noon ET (60 Minutes) – The Web of Wealth: How to Help Your Clients Break Free and Become Their Own Person, Lisa Firestone

Tuesday, October 29th at Noon ET (60 Minutes) – The Philanthropic Discussion: Understanding Advisor Approaches & Client Expectations, Jim Coutre

September 2013

Tuesday, September 3rd at Noon ET (60 Minutes) – The Ripple Effect of Gratitude, Lee Brower

Tuesday, September 10th at Noon ET (60 Minutes) – Money Sanity Solutions: A Blueprint for Extraordinary Multigenerational Engagement, Nathan Dungan

Tuesday, September 17th at Noon ET (60 Minutes) – 5 Secrets to Engaging High Net Worth Individuals, Barry Spencer

Tuesday, September 24th at Noon ET (60 Minutes) – Intergenerational Wealth: Blessing or Curse, Thayer Willis

August 2013

Tuesday, August 6th at Noon ET (60 Minutes) – Keys to Engaging and Empowering Beneficiaries, Alison Comstock Moss & Kristin Keffeler

Tuesday, August 13th at Noon ET (60 Minutes) – Business Success Through Self-Knowledge, Bill Anton

Tuesday, August 20th at Noon ET (60 Minutes) – Practical Tips and Strategies to Attain Congruent Planning, Patricia Annino

Tuesday, August 27th at Noon ET (60 Minutes) – Brand Damage — It’s Personal, Larry Linne

July 2013

Tuesday, July 2nd at Noon ET (60 Minutes) – Fast and Slow Thinking in Client Conversations, Holly Thomas

Tuesday, July 9th at Noon ET (60 Minutes) – How Advisors Can Effectively Help a Business Owner Get Personally Ready for the Business Transition Process, Paul Cronin

Tuesday, July 16th at Noon ET (60 Minutes) – On Innovation and Collaboration, Ian McDermott

Tuesday, July 23rd at Noon ET (60 Minutes) – The Dirty Secrets of the Life Insurance Industry: How to Beat Insurance Companies at Their Own Game, T. Mark Pace

Tuesday, July 30th at Noon ET (60 Minutes) – Living Your Legacy Now, Barbara Shaiman

June 2013

Tuesday, June 4th at Noon ET (60 Minutes) – Financial Transitionist Training, Susan Bradley

Tuesday, June 11th at Noon ET (60 Minutes) – Trust Protectors and Fiduciary Powers, Philip Ruce

Tuesday, June 18th at Noon ET (60 Minutes) – A Preview of a Pre-Rendezvous Workshop: The Positive Power of the Purposeful Planning Process, Barbara A. Culver

Tuesday, June 25th at Noon ET (60 Minutes) – The Lifecycle of Wealth Advisory Firms: Lessons from Helping Families Partner with Wealth Advisors, Gregory T. Rogers and G. Scott Budge, Ph.D.

May 2013

Tuesday, May 7th at Noon ET (60 Minutes) – What I Learned at Beneficiary Bootcamp, a Purposeful Next-Gen Call Moderated by Kristin Keffeler

Tuesday, May 14th at Noon ET (60 Minutes) – Re-Ignite Your Spark and Help Your Clients Find Their Well Being! with Mark Workman

Tuesday, May 21st at Noon ET (60 Minutes) – Anticipating Client Life Events with John Comer

Tuesday, May 28th at Noon ET (60 Minutes) – Fresh Perspective on Stewardship with Courtney Pullen

April 2013

Tuesday, April 2nd at Noon ET (90 Minutes) – Axioms for Counseling Families in Business, Joe Paul

Tuesday, April 9th at Noon ET (60 Minutes) – Client Centered Approaches to Planning, Timothy J. Belber

Tuesday, April 16th at Noon ET (60 Minutes) – Creating a Purposeful Client Experience, Josh Patrick

Tuesday, April 23rd at Noon ET (60 Minutes) – The Grateful Advisor, Gary Shunk

Tuesday, April 30th at Noon ET (60 Minutes) – The 7 Habits of Highly Effective Estate & Financial Advisors, Barry D. Epstein

March 2013

Tuesday, March 5th at Noon ET (90 Minutes) – How Transformative Relationships Reward a Giving Spirit With Abundance with Carl Sheeler

Tuesday, March 12th at Noon ET (60 Minutes) – How to Defeat Daily Distractions Before They Derail Your Business with Paul Kingsman

Tuesday, March 19th at Noon ET (60 Minutes) – Philanthropic Passion Cards, Scott Farnsworth & Ryan Ponsford

Tuesday, March 26th at Noon ET (60 Minutes) – New Thinking, New Metrics & Transformational Leadership with Joy Poland & Paul Herman

February 2013

Tuesday, February 5th at Noon ET (60 Minutes) – What I Wish Dad Would Have Done Different: A Conversation with a Next-Gen Client

Tuesday, February 12th at Noon ET (60 Minutes) – The Path of Most Resistance with Moira Somers

Tuesday, February 19th at Noon ET (90 Minutes) – Affluence Intelligence: Using the Affluence Intelligence Quotient (AIQ) to Help Set and Achieve Ambitious Financial and Personal Goals with Joan DiFuria & Stephen Goldbart

Tuesday, February 26th at Noon ET (60 Minutes) – Family Banks with Warner Babcock

January 2013

Tuesday, January 8th at Noon ET (60 Minutes) – Estate Planning Through an Asset Protection Lens with Gideon Rothschild

Tuesday,January 15th at Noon ET (60 Minutes) – Running Successful Multi-Generational Family Meetings with Richard Orlando

Tuesday, January 22nd at Noon ET (60 Minutes) – This Thing Called the ESOP: What is it? And What Role Can It Play in Estate with Martin Staubus

Tuesday, January 29th at Noon ET (90 Minutes) – Axioms for Counseling Families in Business with Joe Paul

Accessing Archived Audio Files

The Purposeful Planning Institute archives contain over 450 audio files and associated handouts.  PPI members have access to all archived audio files, webinars and associated handouts in the private Collaborator’s section of our website (member’s can login here).  Non-members will soon have the ability to search our database and purchase individual sessions.

Please contact us if you would like to request guest access to an upcoming teleconference or to receive one complimentary recording of a past session, or join today for full access to the archives and our library of resources.

 


“I don’t know how anyone listening in to these conference calls can come away without feeling benefited—being educated by some of the most experienced folks in the business and being able to do it right from our own offices.  What a great deal!!”

– J.R. Knight, Founder, Family Wealth Advisors

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“PPI is a community of generous and thoughtful people, making a major contribution to the definition and advancement of best practices for families of wealth. I am grateful to be challenged, sustained and encouraged by the PPI membership.”

– Diana Chambers, The Chambers Group

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“John, thank you for creating this fabulous Institute. The insights and knowledge I have gained from the select group of speakers you have presented to us has more than paid for my membership. I now have the ability and knowledge to talk with prospects and clients about topics I am certain their existing advisors are unlikely to have raised. What a powerful way to distinguish myself in the very high net worth market. Your vision and dedication are greatly appreciated. I look forward to each presentation and have scheduled all future dates already in my Outlook.”

– Art Littlefield, Owner, Financial Strategies &
Solutions Group