Purposeful Trusts & Gifts Mastery Program

Purposeful Trusts & Gifts Mastery Program2018-09-20T09:42:49+00:00

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

The Purposeful Trusts & Gifts Mastery Program is designed for attorneys, CFPs, trustees, and wealth planning strategists who want to assist their clients in creating Purposeful Trusts and Gifts.  The Mastery Program is comprised of eleven monthly Mastery Program webinars and TrustWork assignments to help you master the 7 Keys of Purposeful Trusts & Gifts 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 & Gifts.
  • 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 the Annual Fusion Collaboration & Rendezvous, a premier event that brings together thought leaders and industry innovators to collaborate and share best practices.

Become a Member

The fee for the Mastery Program is $50 per month or $500 for annual dues (a $100 savings over the automated monthly payment option). 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.