• 2020 Rendezvous and Fusion

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

Rendezvous is the premier event offering one-of-a-kind learning and networking opportunities for PPI Members and guests.  This event brings together individuals representing more than 20 disciplines and professions for three days of collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business.  The Fusion track offers a variety of technical topics and sessions that qualify for Continuing Education Credit. July 21st – 23rd, 2020. Register Now!

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

Our Fear Never Sleeps, Plus a Spoon Full of Sugar

April 7 @ 12:00 pm - 1:00 pm EDT

Erik Gabrielson, Partner, Activ8 and Moira Petit, PhD, Partner, Activ8

Erik Gabrielson and Moira Pettit will finish the conversation they started with us two weeks ago. Building on their suggestions for how we can purposefully choose to move from our comfort zones into the Learning Zone, we'll then have several PPI Deans, Fellows and members share with us how they have intentionally focused on combating the current gloom and despair in the work they are doing with the families they serve and within the firms where they work or lead.

Philanthropy in the Time of COVID-19

April 14 @ 12:00 pm - 1:00 pm EDT

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

Join Bruce DeBoskey, PPI Dean of Philanthropy and Richard Woo, family foundation national thought-leader and practitioner, in a timely discussion about philanthropy in this time of the pandemic. Learn how foundations and other donors across the country are responding to the crisis and how you, and your clients, can have the greatest impact on nonprofit organizations responding to the growing needs of people in communities across our nation and beyond.

Investing in Beauty as a Family Strategy

April 21 @ 12:00 pm - 1:00 pm EDT

Richard S. Franklin, Franklin Karibjanian & Law PLLC and Claudia E. Tordini, Principal, Appanage LLC

Ever wonder about the historic connection between wealth and art? Art and appreciation of beauty offers a great deal of resources for individuals and families to help flourishing, ranging from increasing positivity to building a powerful legacy. Art helps build relational skills such as compassion, empathy, connection, opening to diversity, expression, tolerance to ambiguity and much more. This program will explore the research and empirical data existing about art and its impact on individuals and humanity, as well as how wealthy families can intentionally use it to increase well-being and flourishing.

“Rehabbing” Irrevocable Trusts

April 28 @ 12:00 pm - 1:00 pm EDT

Kim Kamin, Esq., Principal and Chief Wealth Strategist, Gresham Partners LLC

Ever wonder about the historic connection between wealth and art? Art and appreciation of beauty offers a great deal of resources for individuals and families to help flourishing, ranging from increasing positivity to building a powerful legacy. Art helps build relational skills such as compassion, empathy, connection, opening to diversity, expression, tolerance to ambiguity and much more. This program will explore the research and empirical data existing about art and its impact on individuals and humanity, as well as how wealthy families can intentionally use it to increase well-being and flourishing.

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