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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!

 

DOWNLOAD EVENT BROCHURE

Keynote

Harmonic Vibrancy – Choosing to Share and Experience Abundance

Orland Bishop
Founder and Executive Director of ShadeTree Multicultural Foundation

More Information

2017 Presenters

Stacy Allred, MST

Stacy Allred, MST

Kristen Armstrong

Kristen Armstrong

Emily Bouchard

Emily Bouchard

Emily Chase Smith, JD

Emily Chase Smith, JD

Robert J. Costa, Jr.

Robert J. Costa, Jr.

Jim Coutre

Jim Coutre

Judi Cunningham, MA, FEA

Judi Cunningham, MA, FEA

Joan DiFuria, MFT

Joan DiFuria, MFT

Nathan Dungan

Nathan Dungan

Dean R. Fowler, PhD

Dean R. Fowler, PhD

Stephen Goldbart, Ph.D.

Stephen Goldbart, PhD

James Grubman, Ph.D

James Grubman, PhD

Kristen Heaney, MSW, BCC

Kristen Heaney, MSW, BCC

Paul L. Hokemeyer, JD, PhD

Paul L. Hokemeyer, JD, PhD

Kristin Keffeler, MSM

Kristin Keffeler, MSM

Gray Keller

Gray Keller

Katherine Linder

Katherine Linder

Ian McDermott

Ian McDermott

Steven Meyers

Steven Meyers

Joshua Nacht, PhD

Joshua Nacht, PhD

Lisa Niemeier

Lisa Niemeier

Andrew Pitcairn

Andrew Pitcairn

Courtney Pullen, MA, LPC

Courtney Pullen, MA, LPC

Emily K. Rustemeyer

Emily K. Rustemeyer

Wendy Sage-Hayward

Wendy Sage-Hayward

Claudia B. Sangster

Claudia B. Sangster

Jeff Savlov

Jeff Savlov

Lisa Spalding

Lisa Spalding

Jamie Traeger-Muney, PhD

Jamie Traeger-Muney, PhD

Danita Estrella Watts

Danita Estrella Watts

Jamie Weiner, PsyD

Jamie Weiner, PsyD

Matthew Wesley, JD, MDiv

Matthew Wesley, JD, MDiv

Amy Zehnder

Amy Zehnder

Fusion

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

 

WHEN:
Wednesday, July 19th at 6:00pm to
Friday, July 21st at 1:00pm
(Optional activities from 1:00pm – 5:00pm)

HOTEL INFORMATION:
Omni Interlocken Hotel & Resort
500 Interlocken Blvd
Broomfield, Colorado 80021
Group Rate: $162.00

Group Rate Cut-Off Date is June 26, 2017

REGISTRATION DETAILS:
Member Rate: $825 ($975 after May 30th)
Non-Member Rate: $1,225 ($1,375 after May 30th)

For a limited time, non-members will have an opportunity to add a one-year membership during check-out at a highly discounted rate.

Register Now

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

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“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

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“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

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