Teleconferences & Webinars

/Teleconferences & Webinars
Teleconferences & Webinars 2018-01-12T09:51:21+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!

January 2018

Tuesday, January 2nd 
Noon ET (60 Minutes)
NO SESSION TODAY – HAPPY NEW YEAR!

Tuesday, January 9th
Noon ET (60 Minutes)
Virtual Tour of The PPI Website (Members Only)
John A. Warnick, Gayle Gahagan, Julie Dorosz

Tuesday, January 16th 
Noon ET (60 Minutes)
What is the Best Kind of Legacy to Transfer to Your Children and Grandchildren? Why Do 90% Mess It Up?
Jerry Nuerge, Co-founder of Center for Family Conversations, Owner of Financial Independence Group

Tuesday, January 23rd
Noon ET (60 Minutes)
Cultural Diversity Series: Non-US Individualists
Ilze Alberts, Jamie Traeger-Muney, Michael O’Neal, Laurent Roux

Tuesday, January 30th
Noon ET (60 Minutes)
Cultural Diversity Series: Collective Harmony
Emily Bouchard, Mary Duke, Dennis Jaffe, Christian Stewart

February 2018

Tuesday, February 6th 
Noon ET (60 Minutes)
How Do We Get Out of the Opioid Epidemic?
David L. Brown, M.D., FACHE, World-Renowned Physician and Anesthesiologist, Founder, Curadux

Tuesday, February 13th
Noon ET (60 Minutes)
Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos
Heidi K. Gardner, PhD, Author, Smart Collaboration: How Professionals and Their Firms Succeed by Breaking Down Silos, Distinguished Scholar, Harvard Law School Center on the Legal Profession

Tuesday, February 20th 
Noon ET (60 Minutes)
The Independent Trustee Alliance: A Fresh Take on a Rising Profession
Kevin Quinn, Co-Founder and President, Independent Trustee Alliance

Tuesday, February 27th
Noon ET (60 Minutes)
To-Be-Announced

March 2018

Tuesday, March 6th 
Noon ET (60 Minutes)
To-Be-Announced

Tuesday, March 13th
Noon ET (60 Minutes)
Cultural Diversity Series: Honor Culture
Isabel Miranda,  Elaine King, Jerry McNabb, Mariana Martinez

Tuesday, March 20th 
Noon ET (60 Minutes)
To-Be-Announced

Tuesday, March 27th
Noon ET (60 Minutes)
College-Age Millennials and Money: A Deeply Personal Relationship
Richard Orlando, President, Legacy Capitals, LLC

April 2018

Tuesday, April 3rd
Noon ET (60 Minutes)
Title To-Be-Announced
Ashley Fontanetta, Vice President, Philanthropic Services, Whittier Trust

Tuesday, April 10th
Noon ET (60 Minutes)
Raising Purpose-Drive Children
Elizabeth Lombardo, Ph.D., Speaker, Psychologist and Best Selling Author 

Tuesday, April 17th
Noon ET (60 Minutes)
Title To-Be-Announced
Judith L. Pearson I President + CEO, Nomadx Solutions, LLC

Tuesday, April 24th
Noon ET (60 Minutes)
Title To-Be-Announced
Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer, Ballentine Partners, LLC

May 2018

Tuesday, May 1st
Noon ET (60 Minutes)
Using Fiction to Inspire your Clients to Grapple with Legacy and Life Purpose
Kristen Heaney, Legacy Coach, Legacy Capitals, LLC

Tuesday, May 8th
Noon ET (60 Minutes)
To-Be-Announced

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

Session Highlights

“What is the Best Kind of Legacy to Transfer to Your Children and Grandchildren? Why Do 90% Mess It Up?

Jerry Nuerge, Co-founder of Center for Family Conversations, Owner of Financial Independence Group

January 16, 2018
Noon ET – 60 Minutes

Unintended Consequences! No one likes negative surprises, especially after planning carefully and perhaps paying thousands of dollars to avoid them. Merely sounding the alarm on the hidden dangers of inherited wealth does little to solve the problems.  And sometimes the greatest risks aren’t foreseen. How are these risks being missed?

We will explore 14 elements of successful wealth transfers by sharing ideas within a new book called unPrepared: Heirs At Risk, co-authored by Jerry Nuerge. Learn More

Not a member? Click Here to request guest access or join today!

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