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.

Reimagining Family Enterprises: A Balance Between Both Masculine & Feminine

Ella Chase and Michelle Langdon, Founders of Wellth Works and Veronica Yepez Reyna, CEO of Perpetum Family Office

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.

Exploring Your Growth Edge

Courtney Pullen, MA, President of the Pullen Consulting Group, PPI Fellow

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.

We Need to Talk: A Client’s Perspective on The Emotional Side of Wealth

Jennifer Risher, Author of "We Need to Talk: A Memoir About Wealth," Speaker, Philanthropist, Investor, Co-founder of #HalfMyDAF

Get an intimate, personal look at the human side of wealth and examine your own relationship with money. In conversation with Jamie Traeger-Muney, Jennifer Risher will share her story and discuss the importance of having money conversations as a way to connect, learn, and build stronger, more trusting relationships with clients.