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 2020
Anthony Barnhart, PHD, Associate Professor and Chair of the Dept. of Psychological Science at Carthage College
In this session, learn about magicians’ performance tricks to help each of us to increase both valuable self-knowledge and our understanding of others.
Find out moreJanuary 2021
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.
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Timothy J. Belber JD, AEP® Principal, The Alchemia Group LLC
Join a conversation with Tim Belber JD, AEP about six ways you can be there for your clients in 2021 no matter what it brings.
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Lindsay Fletcher Hardie, PhD, Sierra Legacy Consulting, LLC
In this session, learn how to Apply Acceptance and Commitment Therapy (ACT) principles in coaching and how a Matrix can be applied in conversations with your clients.
Find out moreJohn A. Warnick, Esq., Founder, Purposeful Planning Institute
This session will explore exercises and processes we use to capture our clients parent/grandparent’s expressions of purpose and intent.
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