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!
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March 2020
Dr. Mariana Martinez, Vice President, Family Dynamics Consultant, Wells Fargo Private Bank and Peter M. Bloom, Esq., The Bloom Group
Join us for a conversation with Dr. Mariana Martinez, Vice President, Family Dynamics Consultant, Wells Fargo Private Bank and Peter M. Bloom, Esq., The Bloom Group on their new book Seeing the Blind Spot: A Guide For Advisors Working With The Family Enterprise.
Find out moreKristin MacDermott, Founder and Creator of the MacDermott Method and Jocelyn Baker, Author, Editor & Ghostwriter
The conversation is the backbone of the relationship you have with your children. If your conversations are strong, so are your relationships. This goes for any relationship—whether it is with your spouse, your sister, your friend, or your boss. It is particularly true in the parent/child relationship. After all, your children are looking to you as their model for building paradigms about the world and their role in it. In this program, we will focus on both the conversations and the related strategies for raising children who are resilient, who have strong relationships with their parents, and who are able to bypass the high levels of anxiety that so many children face.
Find out moreJohn A. Warnick, Esq., Founder, Purposeful Planning Institute
We will be highlighting recent changes and additions we've made to the website, reviewing membership benefits, and we'll leave plenty of time to answer any questions you may have.
Find out moreMatt Wesley, Managing Director, Merrill Center for Family Wealth® and Valerie Galinskaya, Managing Director, Merrill Center for Family Wealth®
Using three key frameworks we have developed at the Merrill Center for Family Wealth® we will speak to how to match planning strategies to the capabilities (or potential) of the family system and the skills (or competencies) of the individuals in the family. The outcome of this approach is a greater number of plans that work, less risk to the practitioner and less stress and angst within families.
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