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Getting Out of the Box – Yours and Theirs! Why Models Matter (Part 1)
Guest Speakers: Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS) Matthew Wesley, JD, MDiv, Director, Center for Family Wealth Dynamics & Governance™ at Merrill Lynch, PPI Dean of Family Culture Host: John A. Warnick, Esq., Founder, Purposeful Planning Institute Description: Most advisors use lots of models in their work: