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.

Registration Now Open!  The 2017 Rendezvous will take place Wednesday, July 19th – Friday, July 21st, 2017.  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.

Registration Now Open!  The 2017 Fusion Collaboration will take place on Tuesday, July 18th and Wednesday, July 19th, 2017.  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.

PPI Teleconferences & Webinars

Tuesday, April 4th
Noon ET (60 Minutes)
The Deliberately Developmental Family
Courtney Pullen M.A., President, Pullen Consulting Group, PPI Fellow

Tuesday, April 11th
Noon ET (60 Minutes)
Effective Writing Through Understanding Reader Expectation Theory
George Gopen, JD, PhD

Tuesday, April 18th
Noon ET (60 Minutes)
Financial Planning 3.0 | Evolving Our Relationships With Money
Richard Wagner, JD, CFP, Founder of WorthLiving LLC, PPI Dean of Finology

Tuesday, April 25th
Noon ET (60 Minutes)
Meaningful, Purposeful Family and Advisory Team Discussions: What Gets In The Way and What Can We Do About It?
Scott Mathewson, CFP®, Managing Member, Elevare LLC

>>More Information

Purposeful Planning Institute » PPI News

Supporting Improving Financial Awareness & Financial Literacy
Help make a BIG difference while you increase your business. Please join PPI as we partner with The Financial Awareness Foundation and other leading financial service and nonprofit associations, their professionals and companies, nonprofits, educational institutions, larger employers, membership-based organizations, technology companies, government agencies, and the news media in celebrating, supporting and participating the Improving […]
Sweet Secluded Rendez-Vous
August 7, 2016 by Steve Legler This has been re-posted with permission, view the original post here. As I hinted last week, I will attempt to review my experience at my third trip to Rendez-Vous, the annual get together of the Purposeful Planning Institute. A couple of months back when I attended the annual CAFÉ […]
Thank You to the 2016 Fusion Collaboration & Rendezvous Sponsors
We would like to thank the sponsors of the 2016 Fusion Collaboration and Rendezvous! Both events were a great success and over the week we had more than 250 professional advisors and consultants join us for inspired learning alongside the nation’s leading thought leaders and innovators in the domains of family wealth and family business. Mark your calendars and SAVE THE DATE! The 2017 Fusion Collaboration will take place on Tuesday, July 18th and Wednesday, July 19th, 2017 and the 2017 Rendezvous will take place on Wednesday, July 19th – Friday, July 21st, 2017.