Yŏu Bản Fă – (There Is A Way): Reviewing the Wisdom of Great Thinkers to Combat the Negativity and Planning Paralysis that Challenges Philanthropic Planners and Their Clients Today, Journal of Practical Estate Planning (Aug-Sept 2009)
Purposeful Planning Resources
Note: PPI members have full access to a Library of Resources, including numerous Purposeful Planning Tools and Purposeful Visioning Exercises, in the Members Only section of the website.
PPI News Feed
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, [...]
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.