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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August 2020
John A. Warnick, Esq., Founder, Purposeful Planning Institute
This session will explore exercises and processes we can use to assist our clients with leaving more than money to their loved ones. This isn’t just about what goes into a will or trust, who will be appointed as fiduciaries and how much money (and when) you want your child/grandchild to receive. It’s about the human side of planning and the emotional legacy we can help our clients create.
Find out moreL. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge
This 60-minute presentation will lay out a tripartite hermeneutic that can transform how you design estate planning tools and techniques: the assets/cash flow; the characteristics and limitations of an estate planning tool or technique; and the players involved. Along the way, the presenter will review estate planning goals and risks in general and the reasons for poor estate planning design through the lens of two real-life cases that ended badly for each family.
Find out moreRichard Woo, Senior Advisor in Philanthropy, Impact Investing & Social Equity
Bruce DeBoskey, Founder & President, The DeBoskey Group and PPI Dean of Philanthropy, will host a conversation with Senior Philanthropic Advisor Richard Woo to explore how donors can impact racial justice and equity.
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