Rendezvous is the premier and most professionally diverse gathering of its kind. The 2019 Rendezvous & Fusion will bring together more than 200 professionals representing more than 20 disciplines for collaborative dialogue, keynotes, and breakout sessions centered on family dynamics, governance, collaboration, philanthropy and personal development and growth.
Our Fusion track is for attendees who want to maintain a leading edge in technical topics and obtain CLE/CPE credit with nationally renowned faculty, while maintaining full access to Rendezvous.
Tom Kelley, General Manager of IDEO and Author of the bestseller Creative Confidence
Tom Kelley is one of the world’s most respected experts on managing innovation and design – he practices innovation every day. His ability to foster a culture of creativity in the companies he works with has made him one of the most beloved figures in innovation.
Tom is General Manager at IDEO, an award-winning global design firm that takes a human-centered, design-based approach to helping organizations in the public and private sectors innovate and grow.
Tom has been named the first-ever Executive Fellow by the dean of the Haas Business School at the University of California Berkeley. He is the author of three outstanding books on innovation and creativity: Creative Confidence, The Art of Innovation and The Ten Faces of Innovation. We are very pleased to have him joining us as a keynote speaker at the 2019 Rendezvous & Fusion.
Managing Director, Merrill Lynch's Center for Family Wealth Dynamics & Governance®
Timothy J. Belber, JD, AEP
PPI Dean of Fusion, Principal, The Alchemia Group LLC
James Grubman, PhD
PPI Fellow, Owner, Family Wealth Consulting
Legacy Coach & Consultant, Legacy Capitals, LLC
PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS)
Founder, Legacy Connections Films
8:00am - 9:00am
9:00am - 10:15am
11:00am - 12:15pm
1:30pm - 2:45pm
3:30pm - 5:00pm
6:30pm - 8:00pm
Small Group Dinners
8:00am - 9:00am
9:15am - 10:30am
11:00am - 12:00pm
1:30pm - TBD
Optional Group Activities
PPI Member: $975 Non-Member: $1,475
Expires March 22nd
PPI Member: $1,125 Non-Member: $1,625
Expires May 31st
PPI Member: $1,325 Non-Member: $1,825
While Tickets Last
“Why come to the Rendezvous? I have attended every Rendezvous and each has been the highlight of my professional year. This gathering has been far and away the best professional conference series I have attended. The Rendezvous is an extraordinary offering filled with remarkable people, a spirit of generosity and creativity, and remarkable content that gets to the heart of truly purposeful work.”
– Matthew Wesley, JD, MDiv., The Wesley Group
“The best way to serve my family business clients is in collaboration with experts in a variety of disciplines including law, accounting, financial advisory, insurance, banking, and of course, someone who can help the family address the emotional side of these topics. That’s why I’m excited to participate in the Fusion Collaboration.”
— Cathy Carroll, MBA, ACC, Legacy Onward
“Rendezvous is my one gotta-go-to gathering. I refrained from calling it a conference because while best practices and other valuable information are shared, the most enriching aspect of the Rendezvous is connecting with like-minded, like-hearted, and like-passioned others, who practice varying disciplines and all feel called to work with families of wealth in matters well beyond the numbers and financial wealth. Many people talk about collaboration, yet few of us truly engage this value-added approach to our work. The Rendezvous is a place to explore how to come together more — and to practice that while at the Rendezvous! You’ll leave inspired and energized.”
– Melissa Mitchell-Blitch, Legacy Consultant & President at Eredita, LLC
"As a Legacy Estate Planning Attorney, I felt the Fusion Collaboration was an excellent foray into combining the technical tax updates with the social and emotional intelligence we all use to counsel clients in the emotional issues we face every day. Fusion presented a unique way of marrying the two disciplines in a way that gives me more tools to help clients and be a true counsellor. I would recommend this program to anyone in this field.”
— Michael G. Stuart, Esq., Member/Manager &&Founder at The Stuart Legacy Alliance, LLC
"A unique gathering. Bringing together people and topics from different disciplines is only the first step. This conference takes on the ambitious goal of joining their perspectives to create a combined experience. It works."
– Don Kozusko, Esq., ACTEC Fellow, Partner, Kozusko Harris Duncan, Private Client/Wealth Management Counsel Best Overall Law Firm PAM Award
“Today’s wealth-owner is asking a different set of questions when it comes to family and financial assets. The Purposeful Planning movement is where advisors looking for the answers to these questions will need to be.”
– Timothy J. Belber JD, AEP, Principal, The Alchemia Group
Embassy Suites by Hilton Downtown Denver
This recently renovated hotel is within walking distance of some of the best attractions in the downtown area, a quick ride from Union Station, and a short drive to some of the best outdoor adventures & hiking in the Rocky Mountain region. Use the link below to reserve a room at our group rate.
The Purposeful Planning Institute relies on the generous support of sponsors and strategic partners to achieve our vision of creating a Purposeful Planning Revolution that transforms the way estate planning is done. Aligning yourself with the Purposeful Planning Institute demonstrates that you’re an industry leader and committed to mastering and promoting the principles and practices of client-centered planning.
We have a limited number of sponsorship opportunities still available. Please download the Sponsorship Opportunities brochure below or contact us for more information.
2019 Platinum Sponsor