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!

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.

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 Theory
George Gopen, JD, PhD

Tuesday, April 18th
Noon ET (60 Minutes)
Financial Planning 3.0 | Evolving Our Relationships With Money
Richard Wagner, JD, CFP, Founder of WorthLiving LLC, PPI Dean of Finology

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

May 2017

Tuesday, May 2nd
Noon ET (60 Minutes)
Title To-Be-Announced
Debbie Huttner, Financial Advisor, Colorado Capital Management

Tuesday, May 9th
Noon ET (60 Minutes)
Title To-Be-Announced
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 AdvisorsMichael A. Cole, President, Ascent Private Capital Management

Tuesday, May 23rd
Noon ET (60 Minutes)
Title To-Be-Announced
Bhaj Townsend, President, Focus and Sustain

Tuesday, May 30th
— NO SESSION TODAY —

June 2017

Tuesday, June 6th 
Noon ET (60 Minutes)
Giving a TEDx Talk – One Person’s Experience
Myra Salzer, Founder, The Wealth Conservancy

Tuesday, June 13th 
Noon ET (60 Minutes)
Title To-Be-Announced
R. Scott Gornto, MDIV, LMFT, CST, author of The Stories We Tell Ourselves™

Tuesday, June 20th 
Noon ET (60 Minutes)
Title To-Be-Announced
Rich Martinez, President & CEO, Young Americans Center for Financial Education

Tuesday, June 27th 
Noon ET (60 Minutes)
Income Tax Exit Strategies from Businesses
Steve Gorin, Partner, Thompson Coburn LLP

July 2017

Tuesday, July 4th
— NO SESSION TODAY —

Tuesday, July 11th 
Noon ET (60 Minutes)
How Do We Get Everybody on The Same Page?
Steve Legler, MBA, CFA, FEA, Family Legacy Advisor

Tuesday, July 18th 
— NO SESSION TODAY —

Tuesday, July 25th
Noon ET (60 Minutes)
Purposeful Social Media Planning that Gets Results
Michael Palumbos, Wealth Advisor for Families in Business, Company NameFamily, Wealth and Legacy, LLC

Teleconference Highlights

Courtney Pullen M.A., LPC, President, Pullen Consulting Group, PPI Fellow

“The Deliberately Developmental Family

April 4th
Noon ET – 60 Minutes

Courtney Pullen M.A. is the President of the Pullen Consulting Group. He has more than 20 years of experience as an innovative leader in family wealth consulting. Courtney specializes in working with affluent families by tackling the complexity of wealth. He helps the family and its individual members thrive through values retreats, family meetings, leadership and succession trainings as well as individual coaching.

He brings forth his training as a psychotherapist, business and organizational consultant and pioneer of wealth psychology and blends these modalities into a powerful model to support the family business or the family enterprise.

He recently published Intentional Wealth: How Families Build Legacies of Stewardship and Financial Health. He has also been interviewed and quoted by numerous publications including The Wall Street Journal, Barron’s, Atlantic Trust: The Advisor and Business Week. He is also on CPWA faculty at the University of Chicago Booth School of Business.  Read More

Not a member? Contact us to request guest access or join today!

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PPI Teleconference Archives