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Align your company with the prestigious Purposeful Planning Institute Annual Rendezvous.  Numerous sponsorship opportunities are available and we would be happy to create customized sponsorship packages if you would like to sponsor specific activities or add-ons for the event.

By becoming a sponsor, you are supporting the Purposeful Planning Institute and its mission to explore and share best practices for legacy families and families in business, to foster more frequent and effective collaboration among the advisors serving these families and to promote prosperous and sustainable practices and the growth of our individual members, their practices and firms.

For more information on sponsorship opportunities please contact us at 303-256-6300 or email info@purposefulplanninginstitute.com.

Download 2017 Rendezvous Sponsorship Opportunities Brochure

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

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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