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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December 2019
L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge
Grantor trusts are ubiquitous in estate planning, but significant uncertainty still exists amongst practitioners about the “right” powers to make the trust a grantor trust for income tax purposes. In this program, Paul Hood will conduct an exhaustive analysis of the power to swap assets with a grantor trust, which two revenue rulings made much more common in use.
Find out moreJamie Traeger-Muney, Ph.D., Founding Principal of Wealth Legacy Group and Kristin Keffeler, MSM, Principal, Illumination360, Dean of Family Sustainability & Empowerment
Join Kristin Keffeler and Jamie Traeger-Muney in a discussion moderated by Jim Grubman, exploring what was learned in recent research into Financially Diverse Couples, how research is expanding, and our goal to create a practical, research-based roadmap to best support this population and their advisors.
Find out moreRoss Ellenhorn, LICSW, PhD, Owner/CEO, Ellenhorn, LLC
A sea change has begun in how we look at addiction and other problematic habits. This shifting paradigm creates a new perspective to think about as we encourage the people we know to seek treatment. Truly individualized care without coercion is the way to go for lasting change.
Find out moreJanuary 2020
John A. Warnick, Esq., Founder, Purposeful Planning Institute
We will be highlighting recent changes and additions we've made to the website, reviewing membership benefits, and we'll leave plenty of time to answer any questions you may have.
Find out more