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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Upcoming PPI Events and Webinars
Bryan K. Clontz, PhD, CFP®, CLU®, ChFC®, CAP®, AEP®, RICP®, CBP, ChSNC®
Join Timothy Belber JD AEP, PPI’s Dean of Fusion, for a special conversation with Bryan about how Charitable Solutions could be an important resource for you and your clients.Find out more
Cindy Radu, Family Wealth Transition Advisor at Cindy Radu Advisory Ltd.
Join Cindy Radu as she invites participants to consider trusts as a path to build family resilience muscles. Breakout and group discussion will explore ways trusts can bring families together to thrive.Find out more
Simon Bowen, Found of The Models Method Pty Ltd, Australia
Simon Bowen shares his approach to using visual models to unpack complex concepts, transform thinking, and accelerate influence.Find out more
John A. Warnick, Esq., Founder, Purposeful Planning Institute
The client's vision for how they want their Purposeful Trust to benefit their loved ones and favorite causes leads us to powerful purpose and intent clauses.Find out more