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 2019
Professor Lisa Brodoff, Seattle University School of Law
How can we help our clients plan for all of the critical decisions that lay ahead after a diagnosis of dementia? In this presentation, we will look at a relatively new way of planning for a future with Alzheimer’s Disease and other forms of dementia using Mental Health Advance Directives (MHADs).
Find out moreMelissa Mitchell-Blitch, Founder of Eredita Consulting, PPI Dean of Individual Development
Come learn about the 5 Voices and how it can help transform communication and relationships – in your life and the lives of your clients.
Find out moreBradley G. Fisher, Managing Partner, Featherstone Holdings
Successful multi-generational family businesses are rare, but they shouldn't be. This webinar is designed to highlight issues faced by family business owners and their advisors, specifically related to strengthening and growing their operating companies. This is a nuts-and-bolts discussion that will help participants consider how to engineer scalability into and enhance the financial performance of ongoing businesses.
Find out moreSeptember 2019
Bradley G. Fisher, Managing Partner, Featherstone Holdings
This is the second webinar in a two-part series. Successful multi-generational family businesses are rare, but they shouldn't be. This webinar is designed to highlight issues faced by family business owners and their advisors, specifically related to strengthening and growing their operating companies. This is a nuts-and-bolts discussion that will help participants consider how to engineer scalability into and enhance the financial performance of ongoing businesses.
Find out moreCarol Anderson, Founder & President, Money Quotient and PPI Dean of Financial Life Planning
In Drive: The Surprising Truth About What What Motivates Us author Daniel Pink explores the latest scientific research on human motivation. In this session, we will summarize key points in Drive and explore how they relate to our mutual goals of mastering and promoting the principles and practices of client-centered planning, explore the evolution of our “human operating system” from Motivation 1.0 to Motivation 3.0, and discuss ways to integrate and leverage the three key elements of Motivation 3.0—Autonomy, Mastery, and Purpose—into our interactions and planning work with clients.
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