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!

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

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)
Title To-Be-Announced
Stephanie West Allen, JD, PPI Dean of Neuroscience and Contemplative Practices

Tuesday, April 18th
Noon ET (60 Minutes)
Title To-Be-Announced
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)

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)
Title To-Be-Announced
Bhaj Townsend, President, Focus and Sustain

Tuesday, May 30th

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

Teleconference Highlights

L. Paul Hood, Jr.

L. Paul Hood, Jr., Director of Planned Giving, The University of Toledo Foundation, PPI Dean of the Cutting Edge

“Beneficiary Defective Inheritors Trusts

February 28th
Noon ET – 60 Minutes

The beneficiary defective irrevocable trust (BDIT) is an irrevocable inter vivos trust for state law purposes in which someone other than the settlor of the trust is treated as the grantor for income tax purposes over the entire trust pursuant to Code Section 678.  This session will discuss practical uses of BDITs as well as some unanswered questions about BDITs and offer suggested answers.

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

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PPI Teleconference Archives