We are happy to provide these additional free resources to the public.  Please note, PPI members have full access to these materials plus a Library of Resources, including numerous Purposeful Planning Tools and Purposeful Visioning Exercises, in the Members Only section of the website.

Collaboration Resources

Dean of Collaboration

S. Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, CPWA®

S. Mark Alton
Morgan Stanley

Mark Alton, CFP®, ChFC®, CLU®, CAP®, AEP®, MSFS, CPWA®, has practiced in the areas of business succession and estate and trust planning since 1991. Very involved in the local financial community, he is a past President of both the Estate Planning Council of Central New York and of the Central New York Chapter of the Society of Financial Services Professionals.

He currently serves on the Executive Committee of the National Association of Estate Planners & Councils (NAEPC) Board, a multi-disciplinary organization comprised of 29,000+ designated professionals, and 260+ Councils.  He is past Chair of the NAEPC Advanced Estate Planning Strategies Conference Committee, and the Multi-Disciplinary Teaming and Professional Collaboration Committee. Read More on S. Mark Alton…