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.

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.

Rendezvous is a premier event that offers one-of-a-kind learning and networking opportunities for PPI Members & guests. This event will bring together professionals representing more than 20 disciplines for two days of collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business.

Fusion Collaboration is a symposium for professional advisors and consultants who want to maintain a leading edge in technical topics and gain awareness of best practices for individual and family flourishing.  This event will showcase the benefits of integrating the best of legacy, relational, and philanthropic practices into technical planning.

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.

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.

PPI Teleconferences & Webinars

Tuesday, August 1st 
Noon ET (60 Minutes)
Changing the Approach to College Funding
Joseph Messinger CFP®, ChFC®, CLU® Founder & CEO Capstone College Partners

Tuesday, August 8th
Noon ET (60 Minutes)
Is the Cloud Finally Lifting? Practical Planning for and Administration of Our Clients’ Digital Assets
David M. Lenz, Attorney at Law, Schneider Smeltz Spieth Bell LLP

Tuesday, August 15th
Noon ET (60 Minutes)
Electronic Wills and Recent Legislative Activity: Yesterday’s Techie Youth Are Now Today’s Testators
Kyle B. Gee, Attorney at Law, Schneider Smeltz Spieth Bell LLP

Tuesday, August 22nd 
Noon ET (60 Minutes)
How to Put Success into Succession Planning
Dennis Stack, Co-Founder and Chairman, Legacy Stories

Tuesday, August 29th 
Noon ET (60 Minutes)
Pathways: A Framework for Helping Clients Cut Through the Complexity of Estate Planning
Scott Cooper, Managing Director, Wealth Advisory Group, Merrill Lynch
Michael Liersch, Head of Behavioral Finance and Goals-Based Consulting, Merill Lynch
Matthew Wesley, JD, MDiv, Director, Center for Family Wealth Dynamics & Governance™ at Merrill Lynch, PPI Dean of Family Culture

>>More Information