How to Maximize the Value of Your Membership + Virtual Tour of the PPI Website

John A. Warnick, Esq., Founder, Purposeful Planning Institute

Whether you are a new member or a long-time member of the PPI community, we invite you to join us for a webinar dedicated to helping you maximize the value of your membership.  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. 

Problem Solved: Making Complex Decisions with Confidence & Conviction

Cheryl Strauss Einhorn, Creator of the AREA Method, Founder of CSE Consulting, Author, Adjunct professor at Columbia Business School

Whether it’s assisting clients with financial and estate planning, navigating a career change, helping aging parents, or expanding a business, life has a way of presenting us with complicated choices. But with the right approach, we can all make personal and professional decisions with confidence and conviction.

An Introduction to Internal Family Systems (IFS) Theory

Rick Kahler, MS, CFP®, CFT-I™, CeFT®, President, Kahler Financial Group

Join Courtney Pullen and Rick Kahler in a discussion about the history of IFS and its application in coaching and psychotherapy. IFS was developed by Richard Schwartz, a family systems therapist almost 40 years ago. IFS is an evidence-based therapeutic treatment. They will talk about the basics of IFS and how this powerful tool and philosophy can shift an individual’s relationship with money and address performance gaps.

How to Build a Family Business That Lasts

Dr. Josh Baron, Co-Founder and Partner at BanyanGlobal

There is not some “silver bullet” that can make a family business last. And there are very few “best practices” in the sense that there are things that work for every family business. Each family business is unique. And what works well in one generation can be a disaster in the next. Instead, the key to making a family business endure for generations is understanding the power of family ownership. This power comes from five core rights that give the owners the exclusive ability to make almost every important choice about what happens in a family business...

Becoming a MAP (Muddle, Awe, Play) Maker to Find Treasures in Ambiguity and Uncertainty

Stephanie West Allen, JD, PPI Dean of Neuroscience, Artistry, and Contemplative Practices

When we enter into the mystery of not yet knowing what we are going to create, we may choose a goal prematurely. Sometimes taking action while staying in the ambiguity and uncertainty allows us to discover unplanned treasures in the unknown. Showing up to that aimless place and trusting while engaging and improvising is mindful, attentive, committed muddling...

The Family-Focused Office

Scott Peppet, President, Chai Trust Company

What happens in the rarified world of family offices has hidden applicability to advisors who seek to serve their clients holistically. In that light, what makes a family office truly family-focused? In this session, Matt Wesley will interview family office President and advisor Scott Peppet about the “MLF Ratio,” what a “family-focused office” really is, and how families and family office professionals can shift their orientation towards investing in family well-being...

Five Modes of Storytelling to Help Clients Share Their Values

Jamie Yuenger, Principal and Founder of StoryKeep and Susan Turnbull, Founder and Principal of Personal Legacy Advisors

Join us to learn about the options available to your clients for documenting and passing on their family stories and values. Jamie Yuenger and Susan Turnbull share video, audio and written examples of real-life legacy projects. They outline the pros and cons of those methods and give you a good sense for process, investment and final products and outcomes.

A Spectrum of Legacies

Mark Weber, Philanthropic Consultant at Legacy Spectrum Advisor

Mark Weber joins us for a conversation on making impact through the gifts we leave behind for our children and community.

Discovering the Power of Purposeful Trusts & Legacies

John A. Warnick, Esq., Founder, Purposeful Planning Institute

Discover how to create plans that are both technically effective, meaningful, and sustainable. In this webinar, I will give you an overview of the four stages of the Purposeful Planning process and the Keys of Purposeful Trusts & Legacies.

Did She Inherit the Calling? The New PPI Dean of Finology

Natalie Wagner Willis, Finologist, CFRC, The What is Finology? Project & VitalFinancials, PPI Dean of Finology

Join our new Dean of Finology, Natalie Wagner Willis to learn, What is Finology? And why is it important to Purposeful Planning? Join us to explore, educate, and evolve our personal relationships with money and value through Finology and the What is Finology? Project.

Family Qualitative Capital Management: A Tool for Trusted Advisors to Demonstrate Value to Client Families

Dr. Keith Whitaker, President of Wise Counsel Research

In this session, you will have an opportunity to assess your client families’ qualitative capitals, learn specifics from a case study, and consider concrete actions you can take to demonstrate value to your families in such areas as rising gen learning and development, transitioning leadership, clarifying governance, and enhancing communication.

Preserving Your Clients Legacies Through Ethical Wills

Dr. Keith Whitaker, President of Wise Counsel Research

Learn about the time-honored tradition of Ethical Wills, and how this non-binding document (and supporting items) offers clients a rewarding opportunity to convey their insights, wisdom, history, and values to loved ones and stakeholders. Such legacy materials are often used to clarify traditional estate planning documents, therefore lessening potential conflicts. Engaging with clients in conversations about their legacy demonstrates real understanding of who they are as individuals and what matters most to them.