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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.  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

2019 Rendezvous

July 23-25, 2019 | Denver

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 Collaboration track offers a variety of technical topics and sessions that qualify for Continuing Education Credit.  This is the place for estate planning, tax and business planning attorneys, CFPs, CLUs, CPAs, planned giving professionals, trustees, wealth managers and other professionals who would like to stay current with technical topics while gaining exposure to the latest trends in Purposeful Planning.  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

PPI Teleconferences & Webinars

Tuesday, December 4th
Noon ET (60 Minutes)
Coherent Philanthropy for Families and Businesses
Bruce DeBoskey, JD, Philanthropic Strategist at The DeBoskey Group, PPI Dean of Philanthropy

Tuesday, December 11th
Noon ET (60 Minutes)
Putting Money in the Context of Life
Carol Anderson, Founder & President, Money Quotient & PPI Dean of Financial Life Planning

Tuesday, December 18th
Noon ET (60 Minutes)
THE INTERSECTION OF CONTROL vs CARE: Engage Family Dynamics To Improve Retention & Access The Next Generation
Amy Castoro, President & CEO, The Williams Group and Peter Yaholkovsky, MD, Senior Lead Family Consultant

Tuesday, December 25th
Noon ET (60 Minutes)
–No Session Today–

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