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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December 2020
Noam Zion, Sr. Research Fellow and Educator at the Shalom Hartman Institute & Philippe J. Weil TEP, Author and Founding Principal of P.J.Weil Ltd.
In this session, we will think critically about the potential pitfalls of financial and ethical wills and how we might avoid them.
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Kate Norris, CAPI, CPRM, CPRIA and VP of Family Office Practice Leader at Chubbs Insured
In this session, learn about what executives need to watch out for and how the pandemic has affected the insurance industry.
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Anthony Barnhart, PHD, Associate Professor and Chair of the Dept. of Psychological Science at Carthage College
In this session, learn about magicians’ performance tricks to help each of us to increase both valuable self-knowledge and our understanding of others.
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