This event has passed.
Life, Legacy, and Leadership: Preparing for the Enterprise Leader’s Disability or Death
Megan Helzner along with Kim V. Heyman of Pathstone, facilitate a session at the on Purposeful Planning Institute (PPI) Rendezvous Conference. They discuss one of the most critical and often-avoided topics in family enterprise advising: planning for an enterprise leader's disability or death. This interactive session uses real-world cases and peer dialogue to explore how advisors can lead these conversations with humanity and emotional intelligence.