The Purposeful Planning Institute (“PPI”) attracts individuals and firms who believe there is a better way, a better process, a better practice lying just ahead of us and that our past experiences and knowledge are merely a prelude to our finest hours in service to our clients.  It is the most affordable and easily accessible educational and training platform for advisors to HNW and UHNW clients.  PPI offers great value through our easily accessible educational content, programs, and training for financial advisors, estate planning attorneys, and other professionals and consultants serving families of wealth and families in business.  Learn More

Weekly teleconferences and webinars with thought leaders and industry innovators discussing innovative breakthroughs and research in the realms of wealth management, business succession, exit planning, family wealth transitions, legacy and financial planning, personal growth, professional development and collaboration. PPI is also the exclusive home for conversations around the keys and paradigms of Purposeful Planning and Purposeful Trusts & Gifts. Learn More

2020 Rendezvous

Are you ready to rise together? Innovation is driven by need and now is no different. Learn from thought leaders in your field to work together to meet the current and new needs of clients. We invite you to join us and explore how to thrive, rather than just survive, during these turbulent times. At RendeZoom, you will converge with leaders to advance greater purpose and meaning with the families you serve.

Register today for the 2021 RendeZoom: July 21st – 23rd

The Purposeful Planning Institute (PPI) offers workshops on the Seven Keys of Purposeful Trusts & Gifts for attorneys, financial and philanthropic advisors, trust professionals and wealth planning strategists. These workshops range from one hour overviews to half-day Primers. Many professionals are combining one of our workshops with our once-a-month one hour Purposeful Trusts & Gifts Mastery Series virtual training and coaching. Learn More

Purposeful Planning Institute (PPI) Collaboratories are forming across the U.S. and Canada. PPI members are forming regional Collaboratories (chapters) that are hubs for networking, sharing of ideas and best practices, and forming professional alliances and collaborations. The Northern California Collaboratory is PPI’s first chapter, formed in response to feedback at the 2013 PPI Annual Rendezvous.  Learn More


The Value of Excellence

June 22 @ 12:00 pm - 1:00 pm EDT

GUEST SPEAKER Kenneth J. Sanginario, Founder, Corporate Value Metrics, LLC

Excellence in companies…what it means (and doesn’t mean), why it matters, who should care and why, how it’s created and cultivated, how it’s measured, sustained, and monetized.

GUEST SPEAKER Rev. Dr. Elizabeth T. Boatwright, BCC-PCHAC, CFP, Relief Chaplain in Oncology Outpatient Palliative Care Medicine at Stanford Health Care

More Info