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

We are excited to announce the 2020 Rendezvous & Fusion will be going virtual! We are committed to delivering a high-quality, engaging, and inspiring virtual event. It will be more than a series of webinars – it will be an experience that will provide opportunities to connect and engage while accessing innovative and cutting-edge topics.  Join us for RendeZoom on July 20th – 24th, 2020. Register Now!


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 SPEAKERSusan Bradley, CFP®, CFT™, Founder of the Sudden Money® Institute (SMI), PPI Dean of Transitions

Like most transitions, the pandemic is lasting longer than we initially thought and it is bringing challenges that are different than the ones we faced before. The Great Pause, a reframe term for the pandemic, is like all pauses, it will eventually end. You can choose to just wait it out and see what happens next, or you can choose to prepare your clients for some big and possibly permanent adjustments; many they could not have imagined even one year ago. In this session, we consider processes for addressing the human dynamics of helping clients see forward rather than waiting to go back to the way life used to be.

Fear of Hope: From Theory to Research

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

GUEST SPEAKERRoss Ellenhorn, LICSW, PhD, Owner/CEO, Ellenhorn, LLC

Dr. Ross Ellenhorn and a team at Rutgers University studied the concept of Fear of Hope, developing a Fear of Hope Scale, showing that fear of hope is a valid variable in people’s lives. In his talk, he discusses this research, the theories behind it, and how they apply to understanding behaviors often associated with psychiatric issues. In fact, Ellenhorn is concerned that much of what we ascribe to issues of the brain have to do with people fearing hope. He will also discuss with participants how fear of hope is a helpful concept in legacy and family business planning. .

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