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.

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.

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.

Fusion Collaboration is a symposium for professional advisors and consultants who want to maintain a leading edge in technical topics and gain awareness of best practices for individual and family flourishing.  This event will showcase the benefits of integrating the best of legacy, relational, and philanthropic practices into technical planning.

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.

Fusion Collaboration and Rendezvous 2018

PPI Teleconferences & Webinars

Tuesday, October 3rd 
Noon ET (60 Minutes)
How to Give Powers to Trust Beneficiaries
Babetta von Albertini, ATM Capital Partners, LLC 

Tuesday, October 10th 
Noon ET (60 Minutes)
Managing Family Conflict Informed by Bowen Family Systems Theory
Mariana Martinez, Psy.D., Director of the Family Clinic at the Bowen Center for the Study of the Family

Tuesday, October 17th 
Noon ET (60 Minutes)
Gen Z: What is the Impact of a Generation Raised in a Digital World?
Lisa Niemeier, PPI Dean of Generational Impact

Tuesday, October 24th 
Noon ET (60 Minutes)
Fighting A Meme – How to Keep What We Build During the Proliferation of Cyber Crime (Part 1 of 2)
M. Lisa Shasteen, Esq., Shasteen & Percy, P.A.

Tuesday, October 31st 
Noon ET (60 Minutes)
Fighting A Meme – How to Keep What We Build During the Proliferation of Cyber Crime(Part 2 of 2)
M. Lisa Shasteen, Esq., Shasteen & Percy, P.A.

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