Teleconferences & Webinars

Teleconferences & Webinars 2018-05-25T07:52:11+00:00

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!

May 2018

Tuesday, May 1st
Noon ET (60 Minutes)
Inspire Honest Conversation with Your Clients and Advance Your Own Development Using the Book, In Three Generations: A Story About Family, Wealth and Beating the Odds
Kristen Heaney, Legacy Coach, Legacy Capitals, LLC

Tuesday, May 8th
Noon ET (60 Minutes)
The Elephant in The Room: How to Deal With Distrust in Families
Amy Castoro, President & CEO, The Williams Group & Sybil Praski, Client Development, The Williams Group 

Tuesday, May 15th 
Noon ET (60 Minutes)
Generation Impact: Next Gen Donors are Revolutionizing Giving
Sharna Goldseker, Executive Director, 21/64

Tuesday, May 22nd
Noon ET (60 Minutes)
Best Practices for Family Recreational Assets
Clint Haggard, President, Continuity Planning Specialist, Burgher Haggard and Jerry McNabb, Family Advisor, Family Business Consultant and Mentor/Coach, McNabb Advisory

Tuesday, May 29th 
Noon ET (60 Minutes)
NO SESSION TODAY

June 2018

Tuesday, June 5th
Noon ET (60 Minutes)
How to Create an Emergent Space – and Why It’s Important for Advisors
James E. Hughes, Jr., Esq., PPI Laureate & Ian McDermott, PPI Dean of Innovation & Learning

Tuesday, June 12th
Noon ET (60 Minutes)
The Anatomy of Peace
Courtney Pullen M.A., President, Pullen Consulting Group, PPI Fellow

Tuesday, June 19th
Noon ET (60 Minutes)
Envisioning and Shaping the Future of Financial Planning
Dr. David Yeske, CFP®

Tuesday, June 26th
Noon ET (60 Minutes)
The Innovative Advisor’s Approach to Employee Assistance Programs
Holly Hakes, Executive Director REALiving & Aurora Community Services

July 2018

Tuesday, July 3rd
Noon ET (60 Minutes)
No Session Today – Happy 4th of July!

Tuesday, July 10th
Noon ET (60 Minutes)
Transforming the Journey of Loss, Changing the Way We Think About, Prepare for and Respond to Grief and Loss
Dayle E. Spencer, JD, Founder and Principal, Spencer Legacy Group

Tuesday, July 17th
Noon ET (60 Minutes)
The Values Advantage: Enhancing Client -Advisor Collaboration
Gunther Weil, Ph.D., Founder & CEO, Value Mentors LLC, PPI Dean of Values

Tuesday, July 24th 
Noon ET (60 Minutes)
No Session Today – We’ll be hosting the 2018 Annual Fusion Collaboration & Rendezvous in Denver!

Tuesday, July 31st  
Noon ET (60 Minutes)
Title To-Be-Announced
L. Paul Hood, Jr., JD, Director of Planned Giving, The University of Toledo Foundation, PPI Dean of the Cutting Edge

August 2018

Tuesday, August 7th 
Noon ET (60 Minutes)
Making It Tangible: How to Create Legacy Pieces That Represent Your Clients’ Values (and Become a Treasure for Their Families)
Laura A. Roser, CEO and Founder, Paragon Road

Tuesday, August 14th
Noon ET (60 Minutes)
To-Be-Announced

Tuesday, August 21st
Noon ET (60 Minutes)
To-Be-Announced

Tuesday, August 28th
Noon ET (60 Minutes)
To-Be-Announced

September 2018

Tuesday, September 4th
Noon ET (60 Minutes)
Highlights from the 2018 Fusion Collaboration
Various Guests

Tuesday, September 11th
Noon ET (60 Minutes)
Generational Healthcare: How Generational Thinking Impacts Healthcare in the Digital Age
Dan Carlin, MD, Founder and CEO, WorldClinic

Tuesday, September 18th
Noon ET (60 Minutes)
To-Be-Announced

Tuesday, September 25th
Noon ET (60 Minutes)
Title To-Be-Announced
Carol Anderson, Founder & President, Money Quotient, PPI Dean of Financial
Life Planning

Session Highlights

“The Anatomy of Peace

Courtney Pullen M.A., President, Pullen Consulting Group, PPI Fellow

June 12, 2018
Noon ET – 60 Minutes

The Arbinger Institute has a very compelling model for affecting change in a system, particularly when there has been a pattern of conflict. In this webinar, I’ll introduce their work and describe how advisors and family members can inadvertently collude to make matters worse. I will also describe how we set up these patterns of collusion and the choice point necessary to create a new and healthy pattern.  Learn More

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