Guest Speaker: Melissa Mitchell-Blitch, MS, MA, Family Business and Family Wealth Consultant, Founder, Eredita Consulting, PPI Dean of Individual Development Host: John A Warnick, Esq., [...]
The Importance of Collaborative Culturally Competent Strategic Financial Planning to Bridge the Racial Wealth Gap
Learn how ABEPP is educating and empowering financial professionals and the community to strategically collaborate and economically transform the Black community and how you can incorporate culturally competent financial planning strategies to help your clients and the community bridge the racial wealth gap.
Join us for a conversation around trends, new opportunities and an exploration of how practitioners in large firms can offer much more than just technical excellence. Jon's observations will be of great value to both legal and financial advisors, as well as the consultants and family office professionals who are seeking to serve more purposefully.
Relationship expert Kristin MacDermott, LMFT will take advisors through a process they can use with their clients for resetting relationships that have gotten off track and are threatening the family capital. This includes parent/child relationships, sibling relationships, partner relationships and relationships with extended family members.
Building upon the evolutionary work of Frederic Laloux in Reinventing Organizations, our Thought Leaders will introduce and layer the concept of the Teal Stage of Consciousness as a path to integrate the masculine and feminine energies and spark a conversation on how we reimagine family enterprises as a space that supports a journey to wholeness. You will walk away with a new perspective on the necessary qualities for leadership and the need to strive for wholeness at ownership level.
Join PPI Fellow Courtney Pullen for a conversation to identify your hidden barriers, explore what persona blocks your potential, find ways to describe your authentic self, and identify what work brings you the most joy.
Get an intimate, personal look at the human side of wealth and examine your own relationship with money. In conversation with Jamie Traeger-Muney, Jennifer Risher will share her story and discuss the importance of having money conversations as a way to connect, learn, and build stronger, more trusting relationships with clients.
Join us for an interactive session facilitated by Dr. Jamie Weiner and Russ Haworth where we will explore “The Quest for Legitimacy”.
Hear from Bruce Bond and Erik Olsen, Co-Founders of Common Ground Committee, a citizen-led nonprofit that brings prominent leaders with opposing views together in public forums and podcasts to find common ground.
In this session, we explore how you can use the Keys of Purposeful Trusts & Gifts in family business planning. We review several Purposeful Visioning Exercise which were developed to facilitate the process of applying purposeful planning to family entities and succession planning.