Upcoming Webinars

PPI members have access to educational 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? We invite you to join us as a guest for an upcoming webinar (limit one per calendar year) to see the value our programs provide. Simply fill out the form on the event details page to request guest access to an upcoming webinar or become a member today to access all live and archived sessions.

Upcoming Events

Thought Leader & Industry Innovator Webinars


April 9, 2024

@ 12:00 pm EST

Despite historical oppression and disenfranchisement, diverse enterprising families have developed critical strategies for building generational legacy that intersect with the eight dimensions of wellness. Through interviews we attempt to shed light on the pace in which unique cultural families are progressing, regardless of historical and economically marginalized wealth gaps. We examine families individually, as well as holistic activities, behaviors and expectations that can contribute to success. We also focus on the meaning of wellness and steps taken to maintain one’s wellness, while leading a family business.