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.
  • An early invitation to Rendezvous & Fusion, a premier event that brings together thought leaders and industry innovators to collaborate and share best practices.
  • Access to the private Facebook and PPI LinkedIn groups where you can share ideas, questions and practice developments with our Network of over 425 Purposeful Planning Institute members from more than 20 different disciplines and professions.
  • 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.  Upgrade to the Individual Premium Membership to access to all webinars and online content.  If you have participated in a Primer on Purposeful Trusts & Legacies 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.