Teleconferences & Webinars

Teleconferences & Webinars2018-11-28T13:56:51+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!

November 2018

Tuesday, November 6th
Noon ET (60 Minutes)
Purposeful Planning for a Special Needs Child
Hal Wright, CFP®, Special Needs Planning Consultant

Tuesday, November 13th
Noon ET (60 Minutes)
Legacy Family Planning:  The Secret to Preventing Wealth Transfer Failures Before They Happen
Cindy Arledge, MBA Chief Legacy Officer of the Legacy Family Revolution

Tuesday, November 20th
Noon ET (60 Minutes)
Thankful? How the New Science of Gratitude Can Make Us and Our Clients Happier
John A. Warnick, Esq., Founder, Purposeful Planning Institute

Tuesday, November 27th
Noon ET (60 Minutes)
Family Champions and Champion Families
Joshua Nacht, PhD., The Family Business Consulting Group

December 2018

Tuesday, December 4th
Noon ET (60 Minutes)
Coherent Philanthropy for Families and Businesses
Bruce DeBoskey, JD, Philanthropic Strategist at The DeBoskey Group, PPI Dean of Philanthropy

Tuesday, December 11th
Noon ET (60 Minutes)
Putting Money in the Context of Life
Carol Anderson, Founder & President, Money Quotient & PPI Dean of Financial Life Planning

Tuesday, December 18th
Noon ET (60 Minutes)
THE INTERSECTION OF CONTROL vs CARE: Engage Family Dynamics To Improve Retention & Access The Next Generation
Amy Castoro, President & CEO, The Williams Group and Peter Yaholkovsky, MD, Senior Lead Family Consultant

Tuesday, December 25th
Noon ET (60 Minutes)
–No Session Today–

Session Highlights

“Family Champions and Champion Families

Joshua Nacht, PhD., The Family Business Consulting Group

November 27, 2018
Noon ET – 60 Minutes

Family champions are visionary catalysts who invest energy into the family-business system to support and develop the family-ownership advantage. Ultimately, family champions create champion families dedicated to stewarding the business for future success. Champion families share seven key areas that they have intentionally developed, and we will explore these foundational elements of their success.

Mark your calendar and plan to join us on November 27th for a conversation with Joshua about Family Champions and Champion Families.

Not a member? Request guest access HERE or Join today!

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