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.  Learn More

Teleconferences and Webinars

Weekly teleconferences and webinars with thought leaders and industry innovators discussing innovative breakthroughs and research in the realms of wealth management, business succession, exit planning, family wealth transitions, legacy and financial planning, 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 & Gifts. Learn More

2020 Rendezvous

Rendezvous is the premier event offering one-of-a-kind learning and networking opportunities for PPI Members and guests.  This event brings together individuals representing more than 20 disciplines and professions for three days of collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business.  The Fusion track offers a variety of technical topics and sessions that qualify for Continuing Education Credit. Save the Dates!  July 21st – 23rd, 2020. Learn More

Workshops

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. Learn More

Regional Collaboratories

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.  Learn More

UPCOMING WEBINARS

L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge

Grantor trusts are ubiquitous in estate planning, but significant uncertainty still exists amongst practitioners about the “right” powers to make the trust a grantor trust for income tax purposes. In this program, Paul Hood will conduct an exhaustive analysis of the power to swap assets with a grantor trust, which two revenue rulings made much more common in use.

Moving “Fiscal Unequals”’ into Wealth 3.0

December 10 @ 12:00 pm - 1:00 pm EST

Jamie Traeger-Muney, Ph.D., Founding Principal of Wealth Legacy Group and Kristin Keffeler, MSM, Principal, Illumination360, Dean of Family Sustainability & Empowerment

Join Kristin Keffeler and Jamie Traeger-Muney in a discussion moderated by Jim Grubman, exploring what was learned in recent research into Financially Diverse Couples, how research is expanding, and our goal to create a practical, research-based roadmap to best support this population and their advisors.

Shifting the Addiction Paradigm

December 17 @ 12:00 pm - 1:00 pm EST

Ross Ellenhorn, LICSW, PhD, Owner/CEO, Ellenhorn, LLC

A sea change has begun in how we look at addiction and other problematic habits. This shifting paradigm creates a new perspective to think about as we encourage the people we know to seek treatment. Truly individualized care without coercion is the way to go for lasting change.

John A. Warnick, Esq., Founder, Purposeful Planning Institute

We will be highlighting recent changes and additions we've made to the website, reviewing membership benefits, and we'll leave plenty of time to answer any questions you may have. 

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