July 19 – 21, 2017
Omni Hotel & Resort | Broomfield, Colorado
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 collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business.
- Share your experiences and your best thinking as you participate in interactive learning experiences
- Enjoy vibrant conversations over Dutch Treat dinner with 4-6 colleagues
- Make enduring connections and deepen existing relationships during extended breaks
- Learn “purposeful” skills that will enrich client relationships and professional satisfaction
Don’t miss this unique opportunity to participate in open space inspired learning alongside the nation’s leading thought leaders and innovators!
Harmonic Vibrancy – Choosing to Share and Experience Abundance
Founder and Executive Director of ShadeTree Multicultural Foundation
Fusion Collaboration | July 18th & 19th
For those interested in “practicing” collaboration we strongly recommend you consider participating in the Collaboration Day on July 19th. And if you’d like to explore cutting edge technical topics through the lens of purposeful planning, we invite you to join us on July 18th.
Most sessions offered at Fusion Collaboration will qualify for continuing professional education for attorneys, CFPs and other professionals. Rendezvous sessions typically do NOT qualify for CE credit. Special event combo pricing options are available. >>Learn More
Wednesday, July 19th at 6:00pm to
Friday, July 21st at 1:00pm
(Optional activities from 1:00pm – 5:00pm)
Omni Interlocken Hotel & Resort
500 Interlocken Blvd
Broomfield, Colorado 80021
Group Rate: $162.00
Group Rate Cut-Off Date is June 26, 2017
Member Rate: $975
Non-Member Rate: $1,375
For a limited time, non-members will have an opportunity to add a one-year membership during check-out at a highly discounted rate.
What Participants are Saying
“The PPI Rendezvous is my one gotta-go-to gathering. I refrained from calling it a conference because while best practices and other valuable information are shared, the most enriching aspect of the Rendezvous is connecting with like-minded, like-hearted, and like-passioned others, who practice varying disciplines and all feel called to work with families of wealth in matters well beyond the numbers and financial wealth. Many people talk about collaboration, yet few of us truly engage this value-added approach to our work. The Rendezvous is a place to explore how to come together more — and to practice that while at the Rendezvous! You’ll leave inspired and energized.” – Melissa Mitchell-Blitch, Legacy Consultant & President at Eredita, LLC
“Why come to the Rendezvous? I have attended every Rendezvous and each has been the highlight of my professional year. This gathering has been far and away the best professional conference series I have attended. The Rendezvous is an extraordinary offering filled with remarkable people, a spirit of generosity and creativity, and remarkable content that gets to the heart of truly purposeful work.” – Matthew Wesley, JD, MDiv., The Wesley Group
“Today’s wealth-owner is asking a different set of questions when it comes to family and financial assets. The Purposeful Planning movement is where advisors looking for the answers to these questions will need to be.” – Timothy J. Belber JD, AEP, Principal, The Alchemia Group