Events for May 2022

Join us to learn how to design and implement a family learning strategy for your clients. In this interactive interview, we will address readiness, resistance, and family dynamics that impact family learning plans. We’ll explore family learning plan basics, and dive into how to design and structure a family learning strategy. We’ll include real world examples and case studies.

Join us to learn about PPI's effort to create more justice, equity, diversity, and inclusion.  We'll explore how you can use your networks, resources, and power to bridge racial wealth disparities and build more generational wealth for all.

By speaking the language of needs and being transparent and consistent about enforcing boundaries, families of wealth can reduce feelings of resentment and entitlement. In this webinar, we will teach a tool called “Rights, Responsibilities, and Privileges,” which helps families create a culture where self-efficacy thrives and entitlement dwindles.

On May 17th, Natalie Wagner Willis will be joined by two outstanding and innovative Financial Planners and Finologists, Jen Laun, CFP® and Gayle Colman, CFP®, Master Integral Coach. The conversation will bring Finology to life via their work exploring Giving & Receiving and Somatic Finance. Natalie believes both are foundational and inspirational to developing Finology as a field that is powerful for Financial Professionals and the public alike as we all work to use money and wealth to help live lives of wellbeing.