DAVID WHYTE ◦ CATHY CARROLL ◦ MATTHEW WESLEY
ARDEN O'CONNOR ◦ KATIE SPENCER ◦ THOMASINA WILLIAMS ◦ AMANDA KOPLIN
JOHN A. WARNICK ◦ COURTNEY PULLEN ◦ DENNIS JAFFE ◦ PHOENIX ADAMS ◦ ROBERT HEINRICH
L. PAUL HOOD, JR. ◦ NATHAN DUNGAN ◦ JAMIE FORBES ◦ DAWN M. GROSS ◦ JEFF SAVLOV ◦ JON YOUNG
We are excited to announce the 2020 Rendezvous & Fusion is going virtual! We are committed to delivering a high-quality, engaging, and inspiring virtual event. It is more than a series of webinars - it is an experience that will provide opportunities to connect and engage while accessing innovative and cutting-edge topics.
Rendezvous is STILL the premier and most professionally diverse gathering of its kind. The 2020 Virtual Rendezvous & Fusion brings together professionals representing more than 20 disciplines for collaborative dialogue, keynotes, and breakout sessions centered on family dynamics, governance, collaboration, philanthropy and personal development and growth.
Our Fusion track is for attendees who want to maintain a leading edge in technical topics and obtain CLE/CPE credit with nationally renowned faculty while maintaining full access to Rendezvous.
Poet David Whyte grew up with a strong, imaginative influence from his Irish mother among the hills and valleys of his father’s Yorkshire. He now makes his home in the Pacific Northwest of the United States. The author of nine books of poetry and four books of prose, David Whyte holds a degree in Marine Zoology, honorary degrees from Neumann College and Royal Roads University, and has traveled extensively, including living and working as a naturalist guide in the Galapagos Islands and leading anthropological and natural history expeditions in the Andes, Amazon and Himalaya. He brings this wealth of experience to his poetry, lectures and workshops. His life as a poet has created a readership and listenership in three normally mutually exclusive areas: the literate world of readings that most poets inhabit, the psychological and theological worlds of philosophical enquiry and the world of vocation, work and organizational leadership. An Associate Fellow at Said Business School at the University of Oxford, he is one of the few poets to take his perspectives on creativity into the field of organizational development, where he works with many European, American and international companies. In organizational settings, using poetry and thoughtful commentary, he illustrates how we can foster qualities of courage and engagement; qualities needed if we are to respond to today’s call for increased creativity and adaptability in the workplace. He brings a unique and important contribution to our understanding of the nature of individual and organizational change, particularly through his unique perspectives on Conversational Leadership.
Executive Director of Executive Programming, Caron Treatment Centers
President and Founder, Share Save Spend, LLC
Founder, Forbes Legacy Advisors
Co-Founder, CEO, Dyalogues, PBC
Founder and Managing Member, Soul of Wealth LLC
L. Paul Hood, Jr.
Research Associate, Wise Counsel
CEO, Koplin Consulting
Joanna Gordon Martin
Founder and CEO, Theia Senior Solutions
Founder and Chief Executive of International Teaching Seminars (ITS
CEO, O'Connor Professional Group
President, Pullen Consulting Group
Founder, Blum & Savlov - Family Business/Wealth Consulting
Founder & CEO, Northbound Consulting
Managing Director Merrill Center for Family Wealth
Founder, Sankofa Legacy Advisors
Timothy J. Belber
Principal, The Alchemia Group
Managing Director, Ascent Private Capital Management
President, Legacy Onward, Inc.
Sr. Vice President, Janney Montgomery Scott, LLC
Wealth Psychologist, Turning Point Development
Richard S. Franklin, Esq.
Franklin Karibjanian & Law PLLC
Managing Director, Merrill Center for Family Wealth™
Vice President, Merrill Center for Family Wealth™
Principal, Family Wealth Consulting
Holden Healing Studio
Founder & CEO, Graddha
Co-Founder and CFO, Graddha
Owner, PWJohnson Wealth Management
Ju-Lu Huang Kuo
Founder, Abundance Wealth Planning, LLC
Principal, Tony Macklin Consulting
Vice President, Merrill Center for Family Wealth
Director of Family History, Ascent Private Capital Management of U.S. Bank
Senior Vice President, Northern Trust
Founder, Stage 2 Planning Partners
President, Pullen Consulting Group
Founder & CEO, Tamarind Partners, Inc.
John A. Warnick
Founder, Purposeful Planning Institute
Founder, 8Shields Institute
Philanthropy Advisor, Evencore Wealth Management
Strategic Wealth Coach, Ascent Private Capital Management
All times listed are in Mountain Time.
All times listed are in Mountain Time.
“Why come to the Rendezvous? I have attended every Rendezvous and each has been the highlight of my professional year. This gathering has been far and away the best professional conference series I have attended. The Rendezvous is an extraordinary offering filled with remarkable people, a spirit of generosity and creativity, and remarkable content that gets to the heart of truly purposeful work.”
– Matthew Wesley, JD, MDiv., The Wesley Group
“The best way to serve my family business clients is in collaboration with experts in a variety of disciplines including law, accounting, financial advisory, insurance, banking, and of course, someone who can help the family address the emotional side of these topics. That’s why I’m excited to participate in the Fusion Collaboration.”
— Cathy Carroll, MBA, PCC, Legacy Onward
“Rendezvous is my one gotta-go-to gathering. I refrained from calling it a conference because while best practices and other valuable information are shared, the most enriching aspect of the Rendezvous is connecting with like-minded, like-hearted, and like-passioned others, who practice varying disciplines and all feel called to work with families of wealth in matters well beyond the numbers and financial wealth. Many people talk about collaboration, yet few of us truly engage this value-added approach to our work. The Rendezvous is a place to explore how to come together more — and to practice that while at the Rendezvous! You’ll leave inspired and energized.”
– Melissa Mitchell-Blitch, Legacy Consultant & President at Eredita, LLC
"As a Legacy Estate Planning Attorney, I felt the Fusion Collaboration was an excellent foray into combining the technical tax updates with the social and emotional intelligence we all use to counsel clients in the emotional issues we face every day. Fusion presented a unique way of marrying the two disciplines in a way that gives me more tools to help clients and be a true counsellor. I would recommend this program to anyone in this field.”
— Michael G. Stuart, Esq., Member/Manager & Founder at The Stuart Legacy Alliance, LLC
"A unique gathering. Bringing together people and topics from different disciplines is only the first step. This conference takes on the ambitious goal of joining their perspectives to create a combined experience. It works."
– Don Kozusko, Esq., ACTEC Fellow, Partner, Kozusko Harris Duncan, Private Client/Wealth Management Counsel Best Overall Law Firm PAM Award
“Today’s wealth-owner is asking a different set of questions when it comes to family and financial assets. The Purposeful Planning movement is where advisors looking for the answers to these questions will need to be.”
– Timothy J. Belber JD, AEP, Principal, The Alchemia Group
The Purposeful Planning Institute relies on the generous support of sponsors and strategic partners to achieve our vision of creating a Purposeful Planning Revolution that transforms the way estate planning is done. Aligning yourself with the Purposeful Planning Institute demonstrates that you’re an industry leader and committed to mastering and promoting the principles and practices of client-centered planning.
We have a limited number of sponsorship opportunities still available. Please download the Sponsorship Opportunities brochure below or contact us for more information.
2020 Platinum Sponsors