Calendar of Events
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The Importance of Collaborative Culturally Competent Strategic Financial Planning to Bridge the Racial Wealth Gap
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.
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Wealth 3.0 – A Practitioner’s Observations on Emerging Trends and New Opportunities
Wealth 3.0 – A Practitioner’s Observations on Emerging Trends and New Opportunities
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.
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The “Relationship Reset” Workshop: A Tool for Navigating Challenging Family Dynamics
The “Relationship Reset” Workshop: A Tool for Navigating Challenging Family Dynamics
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.
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Reimagining Family Enterprises: A Balance Between Both Masculine & Feminine
Reimagining Family Enterprises: A Balance Between Both Masculine & Feminine
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.
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Exploring Your Growth Edge
Exploring Your Growth Edge
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.