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


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


Paul David Nussbaum, Ph.D., ABPP, President and Founder: Brain Health Center, Inc. and Clinical Neuropsychologist Adjunct Professor of Neurological Surgery, University of Pittsburgh School of Medicine

In this webinar, Dr. Paul Nussbaum will reinforce the positive foundational influence of neuroscience to the work of wealth managers and related clients. This initial session sets the stage for subsequent specific topic sessions such as Relationships, Communication, Male versus Female Differences, Effects of the Aging Brain, Brain Behavior Relations, Dysfunctional Behavior, Emotion versus Cognitive Frameworks, Holistic Health, Brain Health Lifestyle®, Stress and Brain Function, Clinical Conditions, and more.

Does an Independent Trustee Provide Value?

October 29 @ 12:00 pm - 1:00 pm EDT

Daniel P. Felix, The Professional Trustee

Perhaps you are familiar with the term "Independent Trustee". Perhaps you not. We will explore the many hats worn by these professionals so you may better identify when it is appropriate to engage one to serve your clients.