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

2020 Rendezvous

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.


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


GUEST SPEAKERJacob Wagner (CDMP), Lead Curator, Project Manager and Producer, The What is Finology?

John A. Warnick, Esq., has invited us deeper into the PPI work and community with our upcoming Purposeful Collaboratory: PPI and Finology, 2.0. Learn more in this webinar, where we'll use meditation and story to take an intimate dive into our own interior money lives, talk about why this work is imperative in the context of Purposeful Planning, and unite the PPI world and the What is Finology? Project in our pursuit to improve lives through the exploration of money, reciprocity and the human experience.

Entitlement: A Fresh Perspective on a Hot Topic

November 10 @ 12:00 pm - 1:00 pm EST

GUEST SPEAKERMelissa Mitchell-Blitch, Author, and Founder of Eredita Consulting, PPI Dean of Individual Development

Entitlement. The word alone triggers judgment and shame. Entitled behavior causes anger and resentment. Might there be a better way to understand and address this hot topic? The principles of boundaries shed light on the personal and family dynamics that protect against or foster entitlement. They also illuminate constructive steps families can take to break free from bitterness and detrimental patterns of entitlement.

GUEST SPEAKERJamie Traeger-Muney, Ph.D., Founding Principal of Wealth Legacy Group, Philippe J. Weil, Author and Founder of the Etz Rimon Charitable Foundation, Noam Zion, Research Fellow, Kogod Research Center at the Shalom Hartman Institute

In this session, we will explore the challenge of intergenerational transfer of human capital and examine the Jewish tradition of writing ethical wills and its potential universal applications.

GUEST SPEAKERNoam Zion, Research Fellow, Kogod Research Center at the Shalom Hartman Institute, Jamie Traeger-Muney, Ph.D., Founding Principal of Wealth Legacy Group, Philippe J. Weil, Author and Founder of the Etz Rimon Charitable Foundation

In this session, we will learn 10 ways to help define and convey one’s own family identity to our heirs.

More Info