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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February 2020
Howard Neiswender, Attorney at Law, Sirote & Permutt, PC
Howard Neiswender will join us for a conversation on Purposeful Planning with Family Banks and we'll explore ways to preserve and grow generational wealth.
Find out moreMarch 2020
Dr. Mariana Martinez, Vice President, Family Dynamics Consultant, Wells Fargo Private Bank and Peter M. Bloom, Esq., The Bloom Group
Join us for a conversation with Dr. Mariana Martinez, Vice President, Family Dynamics Consultant, Wells Fargo Private Bank and Peter M. Bloom, Esq., The Bloom Group on their new book Seeing the Blind Spot: A Guide For Advisors Working With The Family Enterprise.
Find out moreKristin MacDermott, Founder and Creator of the MacDermott Method and Jocelyn Baker, Author, Editor & Ghostwriter
The conversation is the backbone of the relationship you have with your children. If your conversations are strong, so are your relationships. This goes for any relationship—whether it is with your spouse, your sister, your friend, or your boss. It is particularly true in the parent/child relationship. After all, your children are looking to you as their model for building paradigms about the world and their role in it. In this program, we will focus on both the conversations and the related strategies for raising children who are resilient, who have strong relationships with their parents, and who are able to bypass the high levels of anxiety that so many children face.
Find out moreJohn A. Warnick, Esq., Founder, Purposeful Planning Institute
We will be highlighting recent changes and additions we've made to the website, reviewing membership benefits, and we'll leave plenty of time to answer any questions you may have.
Find out moreErik Gabrielson, Partner, Activ8 and Moira Petit, PhD, Partner, Activ8
Erik Gabrielson and Moria Petit will join us to discuss their recently published book Our Fear Never Sleeps: Let Go to Fight for What's Possible. Have you ever had something happen in your life that threw everything sideways? Where you didn't like any of the choices in front of you, creating an uncertain future for you and your family? This dilemma is at the core of this remarkable and inspiring story by respected human potential coaches and couple Erik Gabrielson and Moira Petit. In this session, we'll explore foundational principles and tools to support human potential and multi-generational family flourishing.
Find out more