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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August 2021
Susan Turnbull, Founder and Principal, Personal Legacy Advisors
Helping clients and their families think about, articulate and act upon their vision for legacy is an essential component of the work of so many PPI members. But what about you? In a lively interactive session with exercises, breakouts and active application of some of Susan’s tools, you’ll have the chance to comfortably explore how the idea of legacy applies in your own life and professional practice.
Find out moreJames F. Thomas, Jr. (Buddy) CFP®, AEP
Buddy Thomas will provide insight and methodology for assisting survivors through the grieving process to the remarkable opportunities that lie beyond estate settlement. With simple diagrams and checklists, Buddy will demonstrates fundamental concepts and skills to aid in guiding family leaders from their darkest hour to a bright future.
Find out moreSandi Bragar, CFP®, Managing Director Planning Strategy & Research, Partner, Aspiriant, Cathy Carroll, MBA, Founder, Legacy Onward, Steve Legler, MBA, CFA, FEA, Family Legacy Coach & Advisor at TSI Heritage and other RendeZoom Event Planning Expedition Members
John A. Warnick and several of the event planning "expedition" members will join us to recap some of the highlights, key takeaways, and valuable wisdom from RendeZoom.
Find out moreSusan Bradley, CFP® , CeFT®
Tune in to to learn about best practices for helping clients create a brain trust of advisors.
Find out moreSandi Bragar,CFP®, Managing Director ‑ Planning Strategy & Research, Partner at Aspiriant & Cammie Doder, Chief Marketing Officer, Partner at Aspiriant
Sandi Bragar and Cammie Doder will share their purposeful journey with a money tales twist. Learn about their money tale stories, storytelling techniques, and more.
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