PPI members have access to weekly 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 3) 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.

Now What? Finding Meaning After You Cash Out

Dr. Keith Whitaker, President of Wise Counsel Research

What do you do when work is no longer about money? Having spent decades laser-focused on building a business, the newly-“liberated” find themselves adrift and searching for their identity. In their new reality, they struggle to answer not only “What do you do?” but the more important, underlying question: “Who am I?”. Paul Ollinger offers empathy, encouragement, and practical steps to move forward and begin this second act. He shares hilarious anecdotes of his own bewilderment after retiring from Facebook at 42 years-old and how he then launched a career as a stand-up comedian.

Developing Leadership in the Rising Generations

Dr. Keith Whitaker, President of Wise Counsel Research

Professionals spend a lot of time talking about developing family decision-making, family governance, and educating the rising generations. But, without the successful transfer of leadership from generation to generation, those things won’t be effectively implemented.