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!

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

June 2017

Thursday, June 1st 
Noon ET (60 Minutes)
The Future of the Estate Planning Profession
John J. Scroggin, J.D., LL.M., Scroggin & Company
Note!  This call takes place on a Thursday!

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)
Building the Skills and Preserving the Spark: The Young Americans Center for Financial Education
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

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 

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

August 2017

Tuesday, August 1st 
Noon ET (60 Minutes)
Changing the Approach to College Funding
David C. Bowman, CFP®, Director of Advisor Success, Capstone College Partners

Tuesday, August 8th
Noon ET (60 Minutes)
Electronic Wills and Electronic Signatures in Estate Planning: When Today’s Techie Youth Become Tomorrow’s Testator
David M. Lenz, Attorney at Law, Schneider Smeltz Spieth Bell LLP

Tuesday, August 15th
Noon ET (60 Minutes)
Is the Cloud Finally Lifting?  New Law Brings Needed Clarity to Planning for and Administering Digital Assets
Kyle B. Gee, Attorney at Law, Schneider Smeltz Spieth Bell LLP

Tuesday, August 22nd 
Noon ET (60 Minutes)
Title TBA
Tom Cormier, Co-Founder and CEO, Legacy Stories
Jeff Rogers, CKA, CKP, Founder and Chairman, Stewardship Legacy Coaching, LLC

Tuesday, August 29th 
Noon ET (60 Minutes)
Title TBA
Scott Cooper, Managing Director, Wealth Advisory Group, Merrill Lynch
Michael Liersch, Head of Behavioral Finance and Goals-Based Consulting, Merill Lynch
Matthew Wesley, JD, MDiv, Director, Center for Family Wealth Dynamics & Governance™ at Merrill Lynch, PPI Dean of Family Culture

Teleconference Highlights

“Why It is Important to Define the Purpose of the Family Wealth

Bhaj Townsend, President, Focus and Sustain

May 23rd
Noon ET – 60 Minutes

This teleseminar will address how we help clients identify their most deeply cherished values (and how to reconcile family member differences). Then we will talk about how to put impact into practice in taxable and tax-advantaged accounts. We will address various investment strategies in the public equities and fixed income markets as well as private debt, equity and real estate opportunities that make an impact.  Read More

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

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PPI Teleconference Archives