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
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
July 23rd – 25th, 2019
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. Rendezvous offers open-space inspired learning through interactive peer-facilitated breakout sessions on highly popular topics. The Fusion track offers a variety of technical topics and sessions that qualify for Continuing Education Credit. 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
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
David R. York, Esq., CPA, Managing Partner of York Howell & Guymon, PPI Dean of Legacy and Tina Lovejoy, Director of Entrusted Planning, York Howell & Guymon
The successful transfer of wealth begins by asking three essential questions. The answers to these questions will determine how to engage with a burgeoning number of clients who are ready for a different approach to their planning journey.
James Grubman, PhD, Principal, Family Wealth Consulting, PPI Fellow
Following Jim Grubman's popular March 26 webinar Safe Space: Helping Families Develop a Code of Conduct for Family Meetings, Jim will host an interactive conversation about more of the practical aspects of communication ground rules and codes of conduct with families. He will describe case examples from his own practice and will field questions and comments from participants about their situations.
John A. Warnick, Esq., Founder, Purposeful Planning Institute
Values and virtues aren’t subject to estate taxes or probate. They are the one gift our posterity won’t squander. But how do you pass more than money/wealth to your children and grandchildren? PPI has developed some easy-to-master exercises which are immensely satisfying and valuable.