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
Jacob Wagner (CDMP), Lead Curator, Project Manager and Producer, The What is Finology?
John A. Warnick, Esq., has invited us deeper into the PPI work and community with our upcoming Purposeful Collaboratory: PPI and Finology, 2.0. Learn more in this webinar, where we'll use meditation and story to take an intimate dive into our own interior money lives, talk about why this work is imperative in the context of Purposeful Planning, and unite the PPI world and the What is Finology? Project in our pursuit to improve lives through the exploration of money, reciprocity and the human experience.Find out more
Melissa Mitchell-Blitch, Author, and Founder of Eredita Consulting, PPI Dean of Individual Development
Entitlement. The word alone triggers judgment and shame. Entitled behavior causes anger and resentment. Might there be a better way to understand and address this hot topic? The principles of boundaries shed light on the personal and family dynamics that protect against or foster entitlement. They also illuminate constructive steps families can take to break free from bitterness and detrimental patterns of entitlement.Find out more
Jamie Traeger-Muney, Ph.D., Founding Principal of Wealth Legacy Group, Philippe J. Weil, Author and Founder of the Etz Rimon Charitable Foundation, Noam Zion, Research Fellow, Kogod Research Center at the Shalom Hartman Institute
In this session, we will explore the challenge of intergenerational transfer of human capital and examine the Jewish tradition of writing ethical wills and its potential universal applications.Find out more
Noam Zion, Research Fellow, Kogod Research Center at the Shalom Hartman Institute, Jamie Traeger-Muney, Ph.D., Founding Principal of Wealth Legacy Group, Philippe J. Weil, Author and Founder of the Etz Rimon Charitable Foundation
In this session, we will learn 10 ways to help define and convey one’s own family identity to our heirs.Find out more