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 SPEAKERNoam Zion, Sr. Research Fellow and Educator at the Shalom Hartman Institute & Philippe J. Weil TEP, Author and Founding Principal of P.J.Weil Ltd.

In this session, we will think critically about the potential pitfalls of financial and ethical wills and how we might avoid them.

Insurance Industry After Covid-19

December 8 @ 12:00 pm - 1:00 pm EST

GUEST SPEAKERKate Norris, CAPI, CPRM, CPRIA and VP of Family Office Practice Leader at Chubbs Insured

In this session, learn about what executives need to watch out for and how the pandemic has affected the insurance industry.

The Magician’s Way to Wisdom

December 15 @ 12:00 pm - 1:00 pm EST

GUEST SPEAKERAnthony Barnhart, PHD, Associate Professor and Chair of the Dept. of Psychological Science at Carthage College

In this session, learn about magicians’ performance tricks to help each of us to increase both valuable self-knowledge and our understanding of others.

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