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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March 2021
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.
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Michelle Adams, JD
Join Michelle Adams, J.D., Speaker and Author as she shares how families can create an enduring legacy for future generations.
Find out moreApril 2021
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.
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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 moreJohn 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.
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