How to Give Your Clients More Than Tax Savings
and Probate Avoidance

The Purposeful Trusts & Legacies Mastery Program is designed for attorneys, CFPs, trustees, and wealth planning strategists who want to assist their clients in creating Purposeful Trusts and Legacies.  The Mastery Program is comprised of twelve monthly webinars and TrustWork assignments to help you master the 7 Keys of Purposeful Trusts & Legacies and put your purposeful practice in motion.  The Mastery Program webinars are held on the second Thursday of each month at Noon ET and are 60 minutes.

Program Benefits

  • Master the 7 Keys of Purposeful Planning – The monthly webinars & TrustWork assignments are interactive sessions focused on the 7 Keys of Purposeful Trusts & Legacies.
  • Technical Corner Teleconferences – Access to the Technical Corner series of teleconferences. These interactive interviews with industry innovators and thought leaders will be offered 4-6 times a year.
  • Access recorded sessions and associated handouts the on-line archives if you are unable to join us for the live session.
  • Access to the private PPI LinkedIn groups where you can share ideas, questions and practice developments with our Network of over 350 Purposeful Planning Collaborators who come from more than 20 different disciplines and professions.
  • An early invitation to Rendezvous & Fusion, a premier event that brings together thought leaders and industry innovators to collaborate and share best practices.
  • Receive up to 11 hours of Continuing Education Credit – This program has been accredited for 11 hours of Continuing Education through the Certified Financial Planner Board of Standards, Inc. (live participation only) and the State of Colorado Supreme Court Office of Continuing Legal and Judicial Education (live & recorded sessions).

Become a Member

The fee for the Mastery Program is $495.  For only $105 more you can upgrade to the Individual Premium Membership, which gives you fill access to all webinars and online content.  If you have participated in a Primer on Purposeful Trusts & Gifts Workshop please contact us to receive a discount on the Mastery Program!

Become a Member

Already a PPI member? Your membership benefits include access to the Mastery Program. Sign-up online HERE.