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

Teleconferences and Webinars

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

Live Virtual Summit 2020 Rendezoom

Thank you to everyone who contributed to the success of RendeZoom!  We were honored to have nearly 300 professionals join us for a week of engaging and inspiring keynotes, workshops, and networking events.

Save the date for the 2021 Rendezvous & Fusion: July 19th – 23rd, 2021.

Workshops

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

Regional Collaboratories

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

UPCOMING WEBINARS

John A. Warnick, Esq., Founder, Purposeful Planning Institute

This session will explore exercises and processes we can use to assist our clients with leaving more than money to their loved ones. This isn’t just about what goes into a will or trust, who will be appointed as fiduciaries and how much money (and when) you want your child/grandchild to receive. It’s about the human side of planning and the emotional legacy we can help our clients create.

L. Paul Hood, Jr., JD, Speaker/Author/Consultant, PPI Dean of the Cutting Edge

This 60-minute presentation will lay out a tripartite hermeneutic that can transform how you design estate planning tools and techniques: the assets/cash flow; the characteristics and limitations of an estate planning tool or technique; and the players involved. Along the way, the presenter will review estate planning goals and risks in general and the reasons for poor estate planning design through the lens of two real-life cases that ended badly for each family.

Richard Woo, Senior Advisor in Philanthropy, Impact Investing & Social Equity

Bruce DeBoskey, Founder & President, The DeBoskey Group and PPI Dean of Philanthropy, will host a conversation with Senior Philanthropic Advisor Richard Woo to explore how donors can impact racial justice and equity.

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