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!
Events Search and Views Navigation
January 2020
Amanda Koplin, LPC, CEO, Koplin Consulting & L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge
Join Amanda Koplin and Paul Hood for a conversation on understanding the rollercoaster of addiction from a personal and professional perspective and how to better serve clients that are struggling with addiction.
Find out moreChris W. Coultas, PhD, Director of Science and Research & Senior Consultant, Leadership Worth Following, LLC
Through cutting-edge research and by integrating decades of research on leadership, personality, motivation, and decision-making, researchers and psychologists at Leadership Worth Following, LLC have developed a groundbreaking model (and assessment tool) for understanding what drives human behavior. This webinar reviews the research that serves as the backbone for this exciting tool, as well as several practical applications for improving teamwork, leadership, stress management, career pathing, and more.
Find out moreFebruary 2020
Christa Walkden, CPA(ND), MST, TEP, CPA, CA, Senior Vice-President, Advanced Wealth Planning Group, Wellington-Altus Private Wealth Inc.
This session will create awareness of certain pitfalls in basis U.S. estate and gift administration when there is a Canadian beneficiary. Missteps can be costly to the Canadian beneficiary, yet the solutions are relatively straightforward. We will leverage a few real-life scenarios to help illustrate these pitfalls.
Find out moreRicci Mann Victorio, CSP, CPCC, PCC, President, Victorio Consulting
Ricci Victorio will share her journey in becoming a certified coach, how coaching skills have deepened her relationships with her clients and colleagues, and how you can integrate coaching into your practice to enhance professional success and satisfaction.
Find out moreMegan McCoy, Ph.D., LMFT, CFT-I™, Professor of Practice in Personal Financial Planning, Director of Personal Financial Planning Masters Program, Kansas State University
When people hear the term “financial therapy” they tend to think of a mental health professional, but financial therapy is not that at all! Financial Therapy is the understanding that money means more than just numbers to our clients. Financial Therapy can aid financial planners in asking the right questions, fostering trust, financial plan adherence, and truly help their clients reach their future goals, not just the financial goals.
Find out more