The Purposeful Planning Institute relies on the generous support of sponsors and strategic partners to achieve our vision of creating a Purposeful Planning Revolution that transforms the way estate planning is done. Aligning yourself with the Purposeful Planning Institute demonstrates that you’re an industry leader and committed to mastering and promoting the principles and practices of client-centered planning.

We are currently accepting applications for event sponsors. PPI offers the Fusion Collaboration and the Rendezvous in Colorado in mid-July.

>> 2017 Fusion Collaboration & Rendezvous Sponsorship Opportunities Brochure

Please consider the advantages of sponsoring both events.  Combo (both Fusion Collaboration and Rendezvous) sponsors will always receive preferential placement and messaging priority and a twenty percent (20%) discount Combo sponsors should be able to reach at least 300 to 350 professionals, have more time to create deeper connections, and minimize travel expense because the two events are back-to-back over four days.

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.

It is key to our success to have strategic sponsors who align with our purpose and mission and who would benefit from connections with PPI’s membership. We’d invite you to spend 15-20 minutes with us exploring the benefits a PPI Event Sponsorship or PPI Strategic Alliance Sponsorship.

For more information on sponsorship opportunities or to schedule a time to speak with us please call 720-458-7777  or email info@purposefulplanninginstitute.com.

2017 Event Sponsors