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
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.Find out more
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.Find out more
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 more
John 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.Find out more
David R. York, Esq., CPA, Managing Partner of York Howell & Guymon, PPI Dean of Legacy
This presentation will outline the mindset, characteristics, and traits of these remarkable people and how you can create a Steward mentality for yourself, your family, and the organizations of which you are a part.Find out more