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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June 2019
Hal Wright, CFP®, Special Needs Planning Consultant
This webinar will describe how purposeful life planning for a person with a disability can guide the creation of purposeful special needs trusts, and how the trustscape concepts of Goldstone, Hughes and Whitaker’s Family Trusts, along with provisions in the Uniform Directed Trust Act, can create a new and powerful estate planning tool for parents and families.
Find out moreJohn A. Warnick, Esq., Founder, Purposeful Planning Institute
This session will explore exercises and processes we can use to assist our clients with leaving more than money to their loved ones. This isn’t just about what goes into a will or trust, who will be appointed as fiduciaries and how much money (and when) you want your child/grandchild to receive. It’s about the human side of planning and the emotional legacy we can help our clients create.
Find out moreSara Southwood, Director of Client Engagement, 21/64
In this informative and interactive session, explore why these conversations are so difficult and learn the steps and practice the skills for approaching these conversations differently so that you as the advisor can be the agent of change to help families can make great decisions together.
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