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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Upcoming PPI Events and Webinars
Megan McCoy, Ph.D., LMFT, CFT-I™, Professor of Practice in Personal Financial Planning, Director of Personal Financial Planning Masters Program, Kansas State University
When people hear the term “financial therapy” they tend to think of a mental health professional, but financial therapy is not that at all! Financial Therapy is the understanding that money means more than just numbers to our clients. Financial Therapy can aid financial planners in asking the right questions, fostering trust, financial plan adherence, and truly help their clients reach their future goals, not just the financial goals.Find out more