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

Mar
11

March 11, 2025

@ 12:00 pm EST

Join webinar co-hosts Kirby Rosplock and Lindsay Pope and their guest, Mark Shiller, who will discuss best practices employed by trustees to prepare and empower beneficiaries for the responsibility of wealth ownership. In this conversation Kirby, Lindsay and Mark will share current trends for beneficiary care and consider the impact of Delaware’s legislation enacting the Beneficiary Well-being Trust.
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

@ 10:00 am EST

We invite you to join us for a Virtual Tour of the PPI Website on Tuesday, April 15th at Noon ET / 10:00am MT. In addition to reviewing the resources available to members on the website, we will offer an overview of membership benefits, and we’ll leave plenty of time to answer any questions you may have.