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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July 2020
Mimi Ramsey, ACC, Wealth Transition Coach and Stephanie Hardwick Life & Leadership Coach, Thriving with Wealth
Stephanie and Mimi’s work helps families unravel this perfect system and gain the support they need to face the challenges of living with new, inherited, or established family wealth. They help to build the mindset and skillset uniquely required to have a life of meaning and purpose amid wealth’s unique complexities. Please join us in what promises to be a vibrant, practical conversation about helping young adults get out of their parent’s basements and gain purpose, meaning, and direction in their lives.
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Susan Bradley, CFP®, CFT™, Founder of the Sudden Money® Institute (SMI), PPI Dean of Transitions
Like most transitions, the pandemic is lasting longer than we initially thought and it is bringing challenges that are different than the ones we faced before. The Great Pause, a reframe term for the pandemic, is like all pauses, it will eventually end. You can choose to just wait it out and see what happens next, or you can choose to prepare your clients for some big and possibly permanent adjustments; many they could not have imagined even one year ago. In this session, we consider processes for addressing the human dynamics of helping clients see forward rather than waiting to go back to the way life used to be.
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Ross Ellenhorn, LICSW, PhD, Owner/CEO, Ellenhorn, LLC
Dr. Ross Ellenhorn and a team at Rutgers University studied the concept of Fear of Hope, developing a Fear of Hope Scale, showing that fear of hope is a valid variable in people’s lives. In his talk, he discusses this research, the theories behind it, and how they apply to understanding behaviors often associated with psychiatric issues. In fact, Ellenhorn is concerned that much of what we ascribe to issues of the brain have to do with people fearing hope. He will also discuss with participants how fear of hope is a helpful concept in legacy and family business planning. .
Find out moreAugust 2020
Deb Dana, LCSW
Please join us as Deb Dana, an expert on the Polyvagal Theory, looks at dilemmas presented by this unique time in our lives and shows us practices, mindsets, and skills that can increase our sense of safety and calmness, connection and comfort, effectiveness and freedom.
Find out moreBenjamin Rappaport
Through being aware of the elements that contribute to post-traumatic growth and having practical strategies to implement them personally and professionally, it is possible to make this time one of unprecedented growth. How to do this will be the focus of our conversation. Find out more