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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. 

 

TELECONFERENCES & WEBINARS

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.

 

 

PPI RENDEZVOUS

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.

 

 

 

   FUSION COLLABORATION

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The 2016 Fusion Collaboration will take place just before the Rendezvous, on Tuesday, July 26th and Wednesday, July 27th, 2016. Fusion Collaboration is a new symposium for professional advisors and consultants 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 technical aspects of Estate Planning and Wealth Management with the positivity of relational and legacy planning.

 

 

 

PURPOSEFUL PLANNING WORKSHOPS

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.

 

 

REGIONAL COLLABORATORIES

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.

 

 

 

 

Tuesday, January 5th
Noon ET (60 Minutes)
Virtual Tour of PPI Website (Members Only)
Julie Dorosz, PPI Director of Operations and Tiffany Gunnerson, PPI Director of Communications

Tuesday, January 12th
Noon ET (60 Minutes)
Caregiving: How to Understand and Educate Your Client
Barbara McVicker, Eldercare Expert, Speaker, Author, and Host of the PBS Special "Stuck in the Middle: Caring for Mom and Dad"

Tuesday, January 19th
Noon ET (60 Minutes)
Insights on Family Office Compensation
Trish Botoff, Botoff Consulting and James Coutre, Vice President, Insights and Connections at Fidelity Family Office Services

Tuesday, January 26th
Noon ET (60 Minutes)
Raised Healthy, Wealthy & Wise: Raising Productive and Motivated Children in an Age of Abundance
Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer, Ballentine Partners, LLC

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