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.

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

Design Thinking Meets Purposeful Planning

March 2 @ 12:00 pm - 1:00 pm EST

GUEST SPEAKERKathryn Wessling, PhD, MAPP

During this thought leader call, we will be exploring how Design Thinking can be used as a tool by advisors to engage their client families to uncover creative, human-focused solutions to some of their most difficult obstacles.

John A. Warnick, Esq., Founder, Purposeful Planning Institute

This session will explore the symbolic power of naming a trust and the opportunity that exists to connect the Beneficiary and Trustee to the purpose and meaning of the gift.  

John A. Warnick, Esq., Founder, Purposeful Planning Institute

The client's vision for how they want their Purposeful Trust to benefit their loved ones and favorite causes leads us to powerful purpose and intent clauses. 

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