Thought Leader & Industry Innovator Webinars

Join the Education Development Committee (EDC) to hear about the new content areas and how they are working with the Deans to improve access to high quality PPI content and how you can propose thought leadership.

The past 20 years have seen a growing interest among estate planning clients in addressing issues that go beyond pure technical planning. There has been a corresponding expansion of services by offered by CFPs, wealth management and trust companies, and family dynamics consultants to meet this interest. The growth of PPI since 2010 is evidence of this phenomena. Yet the estate planning legal practice does not appear to be keeping pace with the development of interest we see in other professional disciplines. Are there opportunities for estate planning attorneys to broaden their practice offerings to match other professional disciplines in serving families in this domain? How might non- lawyer PPI members collaborate with and encourage their client's attorney to learn about and embrace purposeful planning? The 4 attorneys participating in today’s program offer ideas on how to offer these services in a financially viable manner.

One of the topics that has been brought up from our community amongst varying professions, is the creation of purposeful practice and how to successfully monetize planning. In the words of our guest speaker, “When the family wins, you win. And the family wins when purposeful planning is at the heart of any engagement.” Join Padric as he takes us on a journey of his early takeaways from noticing discrepancies in wealth services offered and what clients desired, lessons learned from John A, Tim Belber, and Jay Hughes, and a Master’s in Financial Planning with a concentration in Legacy Planning that crafted out the infrastructure and communication skills to align his business with meeting all the capitals of the families his firm serves.