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Teleconferences & Webinars

Teleconferences & Webinars 2018-08-03T13:10:08+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!

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)
Introducing The Purposeful Planning Institute Trustscape Collaboratory
Hartley Goldstone, Principal, Navigating the Trustscape, LLC & PPI Dean of the Trustscape

Tuesday, August 21st
Noon ET (60 Minutes)
Becoming the Rising Generation: Using the Science of Positive Psychology to Uncover the Path to NextGen Thriving
Kristin Keffeler, MSM, Principal, Illumination 360 & PPI Dean of Family Sustainability & Empowerment

Tuesday, August 28th
Noon ET (60 Minutes)
The New Vocabulary of Family Wealth
John A. Warnick, Esq., Founder, Purposeful Planning Institute

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

October 2018

Tuesday, October 2nd
Noon ET (60 Minutes)
Title To-Be-Announced
Susanne van der Meer, Big Picture Consultant at Sift Visuals/Legal Visuals at www.SiftVisuals.com

Tuesday, October 9th
Noon ET (60 Minutes)
Highlights from the 2018 Fusion Collaboration
Various Guests

Tuesday, October 16th
Noon ET (60 Minutes)
Experiential Learning: What Is It, and How Can It Accelerate Behavior Change and Transformational Results with Families and Their Advisors
Erik Gabrielson, Partner, Activ8

Tuesday, October 23rd 
Noon ET (60 Minutes)
The Art of Gathering: How We Meet and Why It Matters
Priya Parker, Founder, Thrive Labs

Tuesday, October 30th
Noon ET (60 Minutes)
To-Be-Announced

Session Highlights

Kristin Keffeler

“Becoming the Rising Generation: Using the Science of Positive Psychology to Uncover the Path to NextGen Thriving

Kristin Keffeler, MSM, Principal, Illumination 360 & PPI Dean of Family Sustainability & Empowerment

August 21, 2018
Noon ET – 60 Minutes

Despite the common misconception that people who are born into wealth don’t (or shouldn’t) have problems, there are many challenges that rising generation family members face.  Interviews with inheritors often echo with themes of flagging self-identities, fear of failure, isolation, and lack of motivation (Blouin & Gibson, 1995).  The roadblocks on the path towards thriving experienced by the next generation of affluent families are often unseen and generally not acknowledged.  What can look like poor behavior – entitlement, disengagement, apathy, and lack of motivation – is often camouflaging deeply-felt confusion, self-doubt, fear, and anxiety (Gibson, 1994).  Those next generation family members who adopt a mindset of hope, growth, and a willingness to persevere and find their own voice and path are referred to as the rising generation (Hughes, et al., 2014).

This call will share the traits and skills that support inheritors to become members of the rising generation.  Based on semi-structured interviews with rising generation exemplars, this research identifies four skills or traits – growth mindset, grit, mastery experiences, and positive relationships – that are commonly present within the rising generation family members who have overcome the pitfalls of inherited wealth in which many of their peers become entrapped.  Additionally, on this call we will explore how both parents and their children can begin to cultivate these skills and traits.  Learn More

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