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.
An Introduction to Internal Family Systems (IFS) Theory
Rick Kahler, MS, CFP®, CFT-I™, CeFT®, President, Kahler Financial GroupJoin Courtney Pullen and Rick Kahler in a discussion about the history of IFS and its application in coaching and psychotherapy. IFS was developed by Richard Schwartz, a family systems therapist almost 40 years ago. IFS is an evidence-based therapeutic treatment. They will talk about the basics of IFS and how this powerful tool and philosophy can shift an individual’s relationship with money and address performance gaps.
How to Build a Family Business That Lasts
Dr. Josh Baron, Co-Founder and Partner at BanyanGlobalThere is not some “silver bullet” that can make a family business last. And there are very few “best practices” in the sense that there are things that work for every family business. Each family business is unique. And what works well in one generation can be a disaster in the next. Instead, the key to making a family business endure for generations is understanding the power of family ownership. This power comes from five core rights that give the owners the exclusive ability to make almost every important choice about what happens in a family business...
Becoming a MAP (Muddle, Awe, Play) Maker to Find Treasures in Ambiguity and Uncertainty
Stephanie West Allen, JD, PPI Dean of Neuroscience, Artistry, and Contemplative PracticesWhen we enter into the mystery of not yet knowing what we are going to create, we may choose a goal prematurely. Sometimes taking action while staying in the ambiguity and uncertainty allows us to discover unplanned treasures in the unknown. Showing up to that aimless place and trusting while engaging and improvising is mindful, attentive, committed muddling...
The Family-Focused Office
Scott Peppet, President, Chai Trust CompanyWhat happens in the rarified world of family offices has hidden applicability to advisors who seek to serve their clients holistically. In that light, what makes a family office truly family-focused? In this session, Matt Wesley will interview family office President and advisor Scott Peppet about the “MLF Ratio,” what a “family-focused office” really is, and how families and family office professionals can shift their orientation towards investing in family well-being...
Five Modes of Storytelling to Help Clients Share Their Values
Jamie Yuenger, Principal and Founder of StoryKeep and Susan Turnbull, Founder and Principal of Personal Legacy AdvisorsJoin us to learn about the options available to your clients for documenting and passing on their family stories and values. Jamie Yuenger and Susan Turnbull share video, audio and written examples of real-life legacy projects. They outline the pros and cons of those methods and give you a good sense for process, investment and final products and outcomes.
A Spectrum of Legacies
Mark Weber, Philanthropic Consultant at Legacy Spectrum AdvisorMark Weber joins us for a conversation on making impact through the gifts we leave behind for our children and community.