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 23rd – 25th, 2019
Denver, Colorado

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 track offers a variety of technical topics and sessions that qualify for Continuing Education Credit.  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

CurtisDana Curtis, Esq., Dana Curtis Mediation

Join us for a conversation on the power of forgiveness and a discussion around when and how to integrate it.

EmersonJed Emerson, Senior Research Fellow, University of Heidelberg’s Center on Social Investing

Recognized as an international leader in the impact investing field, Jed Emerson’s latest book, The Purpose of Capital: Elements of Impact, Financial Flows and Natural Being, explores not only the why of impact investing, but the roots of how we understand the historic purpose of capital and the meaning of money.

An Autopsy of a Gift Gone Bad-Lessons Learned

March 12 @ 12:00 pm - 1:00 pm EDT

HoodL. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge

In this webinar, Paul Hood will share valuable lessons learned when planned giving goes bad.

Mastery Program: The Key of Meaning

March 14 @ 12:00 pm - 1:00 pm EDT

WarnickJohn A. Warnick, Esq., Founder, Purposeful Planning Institute

In this Mastery Program, we’ll learn how to transform heirlooms and cash gifts into purposeful gifts and lasting legacies.

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