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

Jul
15

July 15, 2025

@ 10:00 am EST

We invite you to join us for a Virtual Tour of the PPI Website on Tuesday, July 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.
Oct
21

October 21, 2025

@ 10:00 am EST

We invite you to join us for a Virtual Tour of the PPI Website on Tuesday, October 21st 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.