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.

Envisioning Legacies in Tumultuous Times

Dr. Keith Whitaker, President of Wise Counsel Research

Together we will explore conceptual approaches and practical tools to support families in navigating disruptive change. Long and short term choices are impacted by unpredictable uncertainty and a complex array of external factors that can intervene in the quest to establish enduring legacies. In this session we will learn about the discipline of scenario planning and explore best practices for building up anticipatory capacities that can enable greater resilience and agility in facing alternative futures.