Now Accepting Nominations and Applications for Breakout Session Facilitators for 2017 Rendezvous - We are now accepting nominations and applications for breakout session facilitators for the 2017 Rendezvous. If you are interested in presenting or facilitating a discussion at the Rendezvous please carefully review the Call for Speakers. Once you have done that please complete the Speaker Information form by Friday, January 13th.
Supporting Improving Financial Awareness & Financial Literacy - Help make a BIG difference while you increase your business. Please join PPI as we partner with The Financial Awareness Foundation and other leading financial service and nonprofit associations, their professionals and companies, nonprofits, educational institutions, larger employers, membership-based organizations, technology companies, government agencies, and the news media in celebrating, supporting and participating the Improving […]
Sweet Secluded Rendez-Vous - August 7, 2016 by Steve Legler This has been re-posted with permission, view the original post here. As I hinted last week, I will attempt to review my experience at my third trip to Rendez-Vous, the annual get together of the Purposeful Planning Institute. A couple of months back when I attended the annual CAFÉ […]
Thank You to the 2016 Fusion Collaboration & Rendezvous Sponsors - We would like to thank the sponsors of the 2016 Fusion Collaboration and Rendezvous! Both events were a great success and over the week we had more than 250 professional advisors and consultants join us for inspired learning alongside the nation's leading thought leaders and innovators in the domains of family wealth and family business. Mark your calendars and SAVE THE DATE! The 2017 Fusion Collaboration will take place on Tuesday, July 18th and Wednesday, July 19th, 2017 and the 2017 Rendezvous will take place on Wednesday, July 19th – Friday, July 21st, 2017.
Early Registration for Fusion Collaboration (and Rendezvous) Ends on May 1st! - Tuesday, July 26th – Wednesday, July 27th, 2016 Omni Interlocken Hotel & Resort Broomfield, Colorado 80021 Don’t Miss Out! Early Registration for the 2016 Fusion Collaboration ends on May 1st! Register today to receive the best rates! Member Rate: $600 ($750 after May 1st) Non-Member Rate: $750 ($945 after May 1st) Who Should Attend? Attorneys, CFPs, […]
John A. Warnick Appointed to Carter Center’s Planned Giving Advisory Council - Date: September 25, 2015 We are honored to announce that John A. Warnick, Esq. has been appointed to The Carter Center’s Planned Giving Advisory Council. In response to his nomination to the Advisory Council John A stated “President Carter's tireless and selfless commitment to generosity and service is an inspiration to all of us. In particular, the efforts of the Carter Center to transform the world of planned giving excites me greatly. It reinforces...
2015 Rendezvous Highlights by the Chicago Trustee Collaboratory - Date: September 10, 2015 Cathy Carroll, Daniel P. Felix and Michael G. Stuart, members of the Purposeful Planning Institute and the Chicago Trustee Collaboratory, prepared a wonderful collection of their experiences and impressions of the 2015 Rendezvous, from keynote addresses and plenary sessions, to a few of the many breakout sessions and “open spaces” that they attended or led.
Rendezvous Recap by Steve Legler - Date: August 9, 2015 We would like to thank everyone who made the trip to the Rendezvous and contributed to the incredible learning and collaborative networking experience which the Rendezvous has become! PPI member Steve Legler wrote a wonderful recap of the Rendezvous...
Family Wealth Report Interviews John A. Warnick - Date: December 16, 2014 John A. Warnick is honored to be featured in an article published by the Family Wealth Report this month: Exclusive Interview With The Founder Of The Purposeful Planning Institute. Family office consultant Joe Reilly interviewed John A. Warnick, founder of the Purposeful Planning Institute, about what purposeful estate planning should look like, how far you can push a client, and asks him to respond to his recent profile in the New York Times.
Purposeful Planning Institute featured in the New York Times - November 13, 2014 Last week I had the privilege to be interviewed for over an hour with New York Times journalist Paul Sullivan. That interview resulted in a half-page article Saturday in the Times. It seems the ideals and principals behind the Purposeful Planning Institute are finally drawing attention on the national stage.