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.

Post-Disaster Financial Transition Planning

Dr. Keith Whitaker, President of Wise Counsel Research

We all have the potential for needing a new set of tools and resources when disaster disrupts our client’s lives.  Learn about the Financial Transitionist’s model for the immediate response and the long term adjustments that come with debating disruption from natural disasters, wildfire, floods, earthquakes and hurricanes. These events ripple through a family’s life for years, sometimes decades. The decisions made and resources used shape the quality of life after a natural disaster.

Anatomy of Awe: An Invitation to Expand Our Mind and Explore Our Boundaries

Dr. Keith Whitaker, President of Wise Counsel Research

Awe is mind expanding. Leading awe researchers describe the emotion as having two components: perceived vastness and then the need to accommodate by amending, revising or enlarging one’s perspective to include what has been perceived. In the webinar we will look closely at these two components and at ways to increase one’s experiences of awe. We also will consider the emotion’s possible drawbacks or negative effects.