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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. 

 

TELECONFERENCES & WEBINARS

PPI offers weekly teleconferences and webinars with thought leaders and industry innovators discussing innovative breakthroughs and research in the realms of wealth management, business succession and exit planning, family wealth transitions, legacy and financial planning, and exciting new vistas around 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 and Gifts.

 

 

FUSION COLLABORATION

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The Fusion Collaboration is a new symposium for attorneys, CFPs, CLUs, CPAs, family business consultants, trustees and wealth managers who want to stay current with technical topics and gain awareness of best practices for individual and family flourishing. Fusion Collaboration will showcase the benefits of fusing the hard and soft sides of Estate Planning and Wealth Management in a setting which intentionally creates opportunities for collaboration and networking.

 

 

PPI RENDEZVOUS

2014 PPC Rendezvous

Save the Date! The 2015 Rendezvous will take place Wednesday, August 5th – Friday, August 7th, 2015. 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.

 

 

PURPOSEFUL PLANNING WORKSHOPS

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.

 

 

 

REGIONAL COLLABORATORIES

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.

 

 

 

 

 

 

Fusion announcement

 

In the News

John A Warnick

John Warnick, founder of the Purposeful Planning Institute, which takes the focus off maximizing the tax-free transfer of wealth to heirs and puts it on the transfer of values, along with money. Credit Kevin Moloney for The New York Times

Focusing on the Human Element of Estate Planning, New York Times (Nov. 7, 2014)

 

PPI Teleconferences & Webinars

Tuesday, March 3rd
Noon ET (60 Minutes)
Your Final Legacy: 3 Reasons Why End-of-Life Healthcare Planning Impacts the Legacy You’ll Leave
Anne Denny, End-of-Life Speaker, Blogger, and Author

Tuesday, March 10th
Noon ET (60 Minutes)

Love and Power: Serving Multi-generational Families
Dean Fowler, PPI Dean of Interdisciplinary Fluency and Matthew Wesley, PPI Dean of Family Culture

Tuesday, March 17th
Noon ET (60 Minutes)

Selecting the Family Business as a Goal: Why?
Dr. Steven K. Moyer, The Network of Family Businesses & SKM Associates LLC

Tuesday, March 24th
Noon ET (60 Minutes)
Modern Trust Drafting
Kim Kamin, Principal, Advisor and Chief Wealth Strategist, Gresham Partners, LLC

>>More Information

 

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