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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.



2014 PPC Rendezvous

The 2016 Rendezvous will take place Wednesday, July 27th – Friday, July 29th, 2016. The 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 is now open!






Fusion Collaboration will take place just before the Rendezvous, on Tuesday, July 26th and Wednesday, July 27th, 2016. Fusion Collaboration is a new symposium for professional advisors and consultants who want to stay current with technical topics and gain awareness of best practices for individual and family flourishing. This event will showcase the benefits of fusing the technical aspects of Estate Planning and Wealth Management with the positivity of relational and legacy planning. Registration is now open!





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.














Tuesday, April 5th
Noon ET (60 Minutes)
Values Shift: Millennials & Wealth at a Crossroad
Kirby Rosplock, Ph.D., Founder, Tamarind Partners, Inc.

Tuesday, April 12th
Noon ET (60 Minutes)
Success to Significance…What Your Business Owner Clients Need to Know About Creating a Business That’s Sustainable
Josh Patrick, Founding Principal, Stage 2 Planning Partners, PPI Dean of Sustainable Business Enterprises

Tuesday, April 19th
Noon ET (60 Minutes)
Leadership from Behind: The Importance of Engaging Parents in a Next-Gen’s Journey Towards Thriving (and how to actually do that)
Kristin Keffeler, Principal, Kinetic Enterprise, LLC and PPI Dean of Family Sustainability & Empowerment and Alison Comstock Moss, Vice President, Paul Comstock Partners and PPI Dean of Family Sustainability & Empowerment

Tuesday, April 26th
Noon ET (60 Minutes)
Benefits of Mindfulness, Self-Awareness and Reflection in Providing Exceptional Client Service
Dr. Francine Campone, Director, Evidence Based Coaching Program, Fielding Graduate University

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