Teleconferences & Webinars

Teleconferences & Webinars 2018-03-28T08:39:30+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!

March 2018

Tuesday, March 6th 
Noon ET (60 Minutes)
Making the Client Connection
Chris Venn, Partner, The Legacy Companies

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)
Generations, Security, and Cybersecurity: How Yesterday’s Concepts of Security Impact Security Today
M. Lisa Shasteen, Esq., Shasteen & Percy, P.A.

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)
Leadership Succession in Family Foundations: Don’t Stress, You Have Options!
Ashley Fontanetta, Vice President, Philanthropic Services, Whittier Trust 

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

Tuesday, April 17th
Noon ET (60 Minutes)
Mitigating Trustee Risk and Avoiding the Courtroom
Judith L. Pearson, President + CEO, Nomadx Solutions, LLC and Jay W. Freiberg, Partner, Katten Muchin Rosenman LLP

Tuesday, April 24th
Noon ET (60 Minutes)
Age Healthy, Wealthy & Wise
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)

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)

Session Highlights

“Age Healthy, Wealthy & Wise

Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer, Ballentine Partners, LLC

April 24, 2018
Noon ET – 60 Minutes

People are living longer than ever, but are we living better than ever? Is there anything we can do when we’re younger to make sure our last years are the best they can be? Chief Wealth Advisory Officer and author Coventry Edwards-Pitt will be talking about how to Age Healthy, Wealthy & Wise. Based on her book, Aged Healthy, Wealthy & Wise, Covie will share insights from elders who are living vibrant lives and show attendees where to start the planning process for themselves.

Covie is a Partner and the Chief Wealth Advisory Officer at the firm.  In her role, Covie is responsible for thought leadership for the firm, including the development and management of the firm’s family education, family governance, and philanthropic offerings.  Covie also leads several of the firm’s large family client engagements and manages all aspects of her clients’ financial affairs, including their investment portfolios, tax and estate planning, insurance needs, philanthropic planning, and liquidity planning.  Covie specializes in helping her clients to manage the impact of their wealth and ensure that their comprehensive wealth management strategy reflects their families’ values and goals. Learn more about Coventry Edwards-Pitt and her books, the Healthy, Wealthy & Wise Collection.  Learn More

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