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In 2023, The Walker Group made history as the first business in Connecticut to transition to a Perpetual Purpose Trust (PPT)-ownership model. This innovative structure ensures that the company's values, mission and culture are preserved as it transitions beyond its founders, safeguarding them for future generations. In this insightful webinar presentation, we explore key topics such as: ~ What it means to be a Perpetual Purpose Trust (PPT)-owned company ~ Why The Walker Group chose this unique model ~ The legal and financial considerations of adopting a PPT ~ The impact of a PPT on employees and the community This session features The Walker Group's co-CEOs, Jessica Rich and Todd Bailey, along with founder Kate Emery, and expert insights from Jenny Kassan, President of The Kassan Group. Watch the webinar recording to learn more about this progressive, new approach to business succession!

The Walker Group is proud to announce becoming Connecticut’s first Perpetual Purpose Trust (PPT)-owned company. This innovative ownership model allows us to prioritize a social mission that benefits our employees, clients, and community. co-CEO Jessica Rich discusses this transformation and its positive impact on Friends with Employee Benefits: A OneDigital Podcast. Tune in to learn more about how our purpose-driven approach is shaping a brighter future!