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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January 2021
Michelle Langdon & Ella Chase, Founders of Wellth Works and Veronica Yepez Reyna, CEO of Perpetum Family Office
In this session, learn about what executives need to watch out for and how the pandemic has affected the insurance industry.
Find out moreFebruary 2021
L. Paul Hood, Jr., JD, LL.M., CFRE, FCEP and Edwin Morrow III, Wealth Strategist at Huntington National Bank
In this 60 minute webinar, Ed and Paul take you through the use of portability in the blended or dysfunctional family.
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Jane Beddall, M.A., J.D., Founder and Principal of Dovetail Resolutions, LLC
Join us for a conversation about how advisors can help the families we serve learn to deal with conflict better.
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Nike Anani, Co-founder of African Family Firms, Founder of Nike Anani Practice Ltd and Author of "Building Resilient Family Enterprises"
Tsitsi Mutendi, Family Business and Family Office Advisor at Nhaka Legacy Planning and Co-founder of African Family Firms
In this session, learn from a panel of experts helping us better understand the unique challenges of working with culturally diverse families.
Find out moreJohn A. Warnick, Esq., Founder, Purposeful Planning Institute
This session will explore exercises and processes to express love to your family members and incorporating seeds of gratitude.
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