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!

September 2017

Tuesday, September 5th
Noon ET (60 Minutes)
Best of  Fusion Collaboration
Various Guests 

Tuesday, September 12th
Noon ET (60 Minutes)
Breaking Money Silence®: How To Help Your Clients Shatter Money Taboos and Start Talking Openly about Finances
Kathleen Burns Kingsbury, Founder of KBK Wealth Connections, Wealth Psychology Consultant and Author of How To Give Financial Advice to Women: Attracting & Retaining High-Net-Worth Female Clients (McGraw-Hill, Sept, 2012)

Tuesday, September 19th
Noon ET (60 Minutes)
High-Engagement Philanthropy: Lessons from an Eleven Generation Philanthropic Family
Kristin Keffeler, MSM, Principal, Illumination360, Dean of Family Sustainability & Empowerment

Tuesday, September 26th
Noon ET (60 Minutes)
Enemies of Communication
Trudy Anne Pelletier, FEA, CEC, Simply More, Inc.

October 2017

Tuesday, October 3rd 
Noon ET (60 Minutes)
How to Give Powers to Trust Beneficiaries
Babetta von Albertini, ATM Capital Partners, LLC 

Tuesday, October 10th 
Noon ET (60 Minutes)
More Than a Family Meeting,  This Looks Like a Battle Ground! How Bowen Theory Informs Interventions with Families in Conflict
Mariana Martinez, Psy.D., Director of the Family Clinic at the Bowen Center for the Study of the Family

Tuesday, October 17th 
Noon ET (60 Minutes)
Lessons from the Garden
Matthew Wesley, JD, MDiv, Director, Center for Family Wealth Dynamics & Governance™ at Merrill Lynch, PPI Dean of Family Culture

Tuesday, October 24th 
Noon ET (60 Minutes)
Data: Security, Privacy & Liability (Part 1 of 2)
M. Lisa Shasteen, Esq., Shasteen & Percy, P.A.

Tuesday, October 31st 
Noon ET (60 Minutes)
Data: Security, Privacy & Liability (Part 2 of 2)
M. Lisa Shasteen, Esq., Shasteen & Percy, P.A.

November 2017

Tuesday, November 7th 
Noon ET (60 Minutes)
What Their Stories Reveal: Getting to The Heart of What Matters Most to Your Clients
Susan Turnbull, Founder and Principal of Personal Legacy Advisors

Tuesday, November 14th 
Noon ET (60 Minutes)
Traditions and Family – The ThankMas Season
John A. Warnick, Esq., Founder, Purposeful Planning Institute

Tuesday, November 21st 
Noon ET (60 Minutes)

Tuesday, November 28th
Noon ET (60 Minutes)
The Routines of Connection that Lead to a Deeply Meaningful Life
Jon Young, Founder, 8 Shields Institute

December 2017

Tuesday, December 5th  
Noon ET (60 Minutes)
Title To-Be-Announced
Dolly Garlo, President & CEO, Thrive!! Inc

Tuesday, December 12th
Noon ET (60 Minutes)
How to Recognize Pseudoscience
Scott O. Lilienfeld, Ph.D., author of Brainwashed: The Seductive Appeal of Mindless Neuroscience and 50 Great Myths of Popular Psychology

Tuesday, December 19th 
Noon ET (60 Minutes)

Tuesday, December 26th
Noon ET (60 Minutes)

Teleconference Highlights

“Enemies of Communication

Trudy Anne Pelletier, FEA, CEC, Simply More, Inc.

September 26, 2017
Noon ET – 60 Minutes

When faced with a difficult conversation, most us drag our feet – and in many instances, avoid the tough issues. These conversations consume time, space and energy while impacting the health of the people involved and our relationships.

As human beings, we develop patterns of communication and ways of being that are habitual and most often hidden from our awareness. It is referred to the “automaticity of being human”, said another way, auto-pilot. Added to the habitual nature of who we are, there are “enemies of communication” inherent for human being playing out. This often makes communication reactionary rather than responsive and deliberate. There is no “real” communication when reaction is in play impacting the listening levels. Learn More

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PPI Teleconference Archives