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

We know that you want to be a trusted advisor who can deliver solutions to your clients that will improve their lives for generations to come while building a sustainable and profitable practice for yourself.  To do that you need to integrate both purposeful planning and technical planning into your work with clients.  Join us to access the resources and community you need to transform your practice and your client relationships.

Weekly 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.

The Mastery Program is designed for Estate Planning Attorneys, CFPs, Planned Giving Professionals, Trustees, and Wealth Planning Strategists who want to assist their clients in creating Purposeful Trusts & Legacies. The Mastery Program is comprised of twelve-monthly webinars and TrustWork assignments to help you master the Keys of Purposeful Trusts & Legacies and put your purposeful practice in motion.


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