Thought Leader & Industry Innovator 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 Webinars

Apr
8

April 8, 2025

@ 12:00 pm EST

Many of us know that meditation and mindfulness can be powerful tools for reducing stress and regulating the nervous system. However, it is often seen as an individual practice. There are a myriad of tools that we, as advisors, can utilize when working with clients to better support both our own systems and the clients and family systems we are working with and within. This webinar will go over various tools and techniques to recognize and respond to stress in healthier ways. Everyone can benefit from these practices.
Apr
15

April 15, 2025

@ 12:00 pm EST

Join us for PPI’s inaugural Community Town Hall, a welcoming and interactive event designed to keep our members informed, connected, and engaged. During this session, we will: Share Important Organizational Updates: Stay informed about the latest PPI news and initiatives. Answer Your Questions: Engage in an open Q&A session with our leadership team. Highlight Membership Benefits: Explore the full value of your membership with a virtual tour of the Members Website—ideal for new members. Facilitate Small Group Discussions: Connect with fellow members and exchange insights in smaller, focused conversations. This Town Hall is the first in a new series of regular gatherings aimed at fostering connection and communication within our community. If you can’t make it this time, there will be opportunities to participate in the future.
Jul
15

July 15, 2025

@ 12:00 pm EST

Join us for PPI’s inaugural Community Town Hall, a welcoming and interactive event designed to keep our members informed, connected, and engaged. During this session, we will: Share Important Organizational Updates: Stay informed about the latest PPI news and initiatives. Answer Your Questions: Engage in an open Q&A session with our leadership team. Highlight Membership Benefits: Explore the full value of your membership with a virtual tour of the Members Website—ideal for new members. Facilitate Small Group Discussions: Connect with fellow members and exchange insights in smaller, focused conversations. This Town Hall is the first in a new series of regular gatherings aimed at fostering connection and communication within our community. If you can’t make it this time, there will be opportunities to participate in the future.