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

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

UPCOMING WEBINARS

Chris W. Coultas, PhD, Director of Science and Research & Senior Consultant, Leadership Worth Following, LLC

John A. Warnick will host an interactive interview with Chris W. Coultas, PhD, Director of Science and Research & Senior Consultant at Leadership Worth Following, LLC, on the science of personality and it's implications for resilience, ethics, teamwork, conflict, and everything in between.

Christa Walkden, CPA(ND), MST, TEP, CPA, CA, Senior Vice-President, Advanced Wealth Planning Group, Wellington-Altus Private Wealth Inc.

This session will create awareness of certain pitfalls in basis U.S. estate and gift administration when there is a Canadian beneficiary. Missteps can be costly to the Canadian beneficiary, yet the solutions are relatively straightforward. We will leverage a few real-life scenarios to help illustrate these pitfalls.

Integrating Coaching Skills into Your Practice

February 11 @ 12:00 pm - 1:00 pm EST

Ricci Mann Victorio, CSP, CPCC, PCC, President, Victorio Consulting

This session will create awareness of certain pitfalls in basis U.S. estate and gift administration when there is a Canadian beneficiary. Missteps can be costly to the Canadian beneficiary, yet the solutions are relatively straightforward. We will leverage a few real-life scenarios to help illustrate these pitfalls.

Megan McCoy, Ph.D., LMFT, CFT-I™, Professor of Practice in Personal Financial Planning, Director of Personal Financial Planning Masters Program, Kansas State University

When people hear the term “financial therapy” they tend to think of a mental health professional, but financial therapy is not that at all! Financial Therapy is the understanding that money means more than just numbers to our clients. Financial Therapy can aid financial planners in asking the right questions, fostering trust, financial plan adherence, and truly help their clients reach their future goals, not just the financial goals.

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