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The Purposeful Planning Institute (“PPI”) attracts individuals and firms who believe there is a better way, a better process, a better practice lying just ahead of us and that our past experiences and knowledge are merely a prelude to our finest hours in service to our clients.  It is the most affordable and easily accessible educational and training platform for advisors to HNW and UHNW clients.  PPI offers great value through our easily accessible educational content, programs, and training for financial advisors, estate planning attorneys, and other professionals and consultants serving families of wealth and families in business. 



PPI offers weekly teleconferences and webinars with thought leaders and industry innovators discussing innovative breakthroughs and research in the realms of wealth management, business succession and exit planning, family wealth transitions, legacy and financial planning, and exciting new vistas around personal growth, professional development and collaboration. PPI is also the exclusive home for conversations around the keys and paradigms of Purposeful Planning and Purposeful Trusts and Gifts.




2014 PPC Rendezvous

Save the Date! The 2016 Rendezvous will take place Wednesday, July 27th – Friday, July 29th, 2016. The Rendezvous is a premier event that offers one-of-a-kind learning and networking opportunities for PPI Members & guests. This event will bring together professionals representing more than 20 disciplines for two days of collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business.





Save the Date! The 2016 Fusion Collaboration will take place just before the Rendezvous, on Tuesday, July 26th and Wednesday, July 27th, 2016. The Fusion Collaboration is a new symposium for attorneys, CFPs, CLUs, CPAs, family business consultants, trustees and wealth managers who want to stay current with technical topics and gain awareness of best practices for individual and family flourishing. Fusion Collaboration will showcase the benefits of fusing the hard and soft sides of Estate Planning and Wealth Management in a setting which intentionally creates opportunities for collaboration and networking.





The Purposeful Planning Institute (PPI) offers workshops on the Seven Keys of Purposeful Trusts & Gifts for attorneys, financial and philanthropic advisors, trust professionals and wealth planning strategists. These workshops range from one hour overviews to half-day Primers. Many professionals are combining one of our workshops with our once-a-month one hour Purposeful Trusts & Gifts Mastery Series virtual training and coaching.






Purposeful Planning Institute (PPI) Collaboratories are forming across the U.S. and Canada. PPI members are forming regional Collaboratories (chapters) that are hubs for networking, sharing of ideas and best practices, and forming professional alliances and collaborations. The Northern California Collaboratory is PPI’s first chapter, formed in response to feedback at the 2013 PPI Annual Rendezvous.










Tuesday, November 3rd
Noon ET (60 Minutes)
Leaders Eat Last: Why Some Teams Pull Together and Others Don’t
Stephen Shedletzky, Head Engagement Officer, Start With Why

Tuesday, November 10th
Noon ET (60 Minutes)
Impact Investing: Putting Your Money Where Your Mission Is
Bruce DeBoskey, The DeBoskey Group, PPI Dean of Philanthropy

Tuesday, November 17th
Noon ET (60 Minutes)
Steps for Better Thinking: Steps for Better Client Service
Dr. Susan Wolcott, WolcottLynch Associates

Tuesday, November 24th
Noon ET (60 Minutes)
Zen and the Art of Family Wealth Planning
Isabel Miranda, Pearlman & Miranda, LLC

>>More Information



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