Trial Membership

/Trial Membership
Trial Membership 2017-02-01T10:22:22+00:00

“PPI offers the most affordable, highest value investment you can make in your professional development.”

For a limited time we are offering a 30-day trial membership for those who would like to experience the Purposeful Planning Institute programs first hand.

Start your trial membership today! Enter promo code FREETRIAL.

Register Now

Take advantage of this limited time trial membership and gain access to:

  • Thought Leader Teleconference Series – Weekly teleconferences with nationally renowned thought leaders and industry innovators exploring best practices for legacy families and families in business.
  • Access to our weekly call reports which summarize the key talking points and give you a link to download and listen to the conversation and to read the white papers, book chapters, etc. the thought leaders share with the PPI community.
  • The Connecting Point – A registry of experts and consultants who have been an invaluable resource to other advisors whose clients have faced the same difficult challenges your client is facing such as substance abuse, parent-child estrangement, financial competency/education, engagement and empowerment.
  • The Purposeful Planning Resource Center – An Online Library of Resources on best practices for Legacy Families and Families in Business, the Keys of Purposeful Trusts™ and the Paradigms of Purposeful Planning.
  • And more!!!

This offer is limited to first-time members only. You must cancel within 30 days to avoid having your card charged. Please contact us with questions or for additional information. 



“I don’t know how anyone listening in to these conference calls can come away without feeling benefited—being educated by some of the most experienced folks in the business and being able to do it right from our own offices.  What a great deal!!” – J.R. Knight, Founder, Family Wealth Advisors


“PPI is a community of generous and thoughtful people, making a major contribution to the definition and advancement of best practices for families of wealth. I am grateful to be challenged, sustained and encouraged by the PPI membership.” – Diana Chambers, The Chambers Group

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“So often the heart of what our clients want to accomplish is lost in the legal protection and instructions. Our thinking in legal matters and the pressures of “getting it right” blur the bigger picture for us. I highly recommend this organization to you if you want to think beyond the technical side and integrate the human dimension.” – James Smyth Attorney, Crotty & Smyth