2020 RendeZoom


Monday, July 20th - Friday, July 24th




Welcome to RendeZoom!

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.  

Topics Include:

  • Family Dynamics & Culture  
  • Family Governance & Leadership  
  • Philanthropy, Stewardship & Legacy  
  • Professional Collaboration 
  • Personal Development & Growth  
  • Cutting Edge Legal & Tax Topics
  • Trustscape & Financial Planning


  • Select from a variety of session options to create a unique learning experience that meets your current needs. 
  • Topics that appeal to those just entering the Purposeful Planning space, and the most seasoned and experienced professionals. 
  • Share your experiences and your best thinking as you participate in interactive learning experiences and gain actionable insights from other professionals facing similar complex family planning issues.  
  • Fusion sessions designed to provide new concepts, tools, and strategies which you’ll be able to monetize and implement immediately.  
  • Experience professional collaboration in action and understand why it is a key to your future success.  
  • Make enduring connections and deepen existing relationships during virtual networking events. 
  • Fusion sessions will qualify for continuing professional education for attorneys, CFPs, and other professionals.  
Download Event Brochure

Main Keynote

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.

Additional Main Stage Speakers Include...

Phoenix Adams

Executive Director of Executive Programming, Caron Treatment Centers

Nathan Dungan  

President and Founder, Share Save Spend, LLC

Jamie Forbes

Founder, Forbes Legacy Advisors

Dawn Gross

Co-Founder, CEO, Dyalogues, PBC

Robert Heinrich

Founder and Managing Member, Soul of Wealth LLC

L. Paul Hood, Jr.


Dennis Jaffe

Research Associate, Wise Counsel

Amanda Koplin

CEO, Koplin Consulting

Joanna Gordon Martin

Founder and CEO, Theia Senior Solutions

Ian McDermott

Founder and Chief Executive of International Teaching Seminars (ITS

Arden O'Connor

CEO, O'Connor Professional Group

Courtney Pullen

President, Pullen Consulting Group

Jeff Savlov

Founder, Blum & Savlov - Family Business/Wealth Consulting

Katie Spencer

Founder & CEO, Northbound Consulting

Matthew Wesley

Managing Director Merrill Center for Family Wealth

Thomasina Williams

Founder, Sankofa Legacy Advisors

Jon Young

Founder, 8Shields

Workshop Facilitators…

Timothy J. Belber

Principal, The Alchemia Group

Emily Bouchard

Managing Director, Ascent Private Capital Management

Cathy Carroll

President, Legacy Onward, Inc.

Crysti Chen

UniWill Ventures

Bob Clark

Sr. Vice President, Janney Montgomery Scott, LLC

Jeff Crawford

Wealth Psychologist, Turning Point Development

Richard S. Franklin, Esq.

Franklin Karibjanian & Law PLLC

Erik Gabrielson

Partner, Activ8

Valerie Galinskaya

Managing Director, Merrill Center for Family Wealth™

Jenna Gatto

Vice President, Merrill Center for Family Wealth™

James Grubman

Principal, Family Wealth Consulting

Lonner Holden

Holden Healing Studio

Marlis Jansen

Founder & CEO, Graddha

Kjartan Jansen

Co-Founder and CFO, Graddha

Peter Johnson

Owner, PWJohnson Wealth Management

Ju-Lu Huang Kuo

Founder, Transform2action

Joseph Kuo

Founder, Abundance Wealth Planning, LLC

Tony Macklin

Principal, Tony Macklin Consulting

Phoebe Massey

Vice President, Merrill Center for Family Wealth

Karen McNeil

Director of Family History, Ascent Private Capital Management of U.S. Bank

Ron Nakamoto

Founder, EW+

Raymond Odom

Senior Vice President, Northern Trust

Josh Patrick

Founder, Stage 2 Planning Partners

Courtney Pullen

President, Pullen Consulting Group

Kirby Rosplock

Founder & CEO, Tamarind Partners, Inc.

John A. Warnick

Founder, Purposeful Planning Institute

Jon Young

Founder, 8Shields Institute

Dien Yuen

Philanthropy Advisor, Evencore Wealth Management

Amy Zehnder

Strategic Wealth Coach, Ascent Private Capital Management

Virtual Program Agenda

All times listed are in Mountain Time.

Monday, July 20th

  • 1:00 PM - 1:30 PM | Welcome and Introduction to RendeZoom
  • 1:30 PM - 2:30 PM | Opening Our Hands: A Brief Look at The Vulnerabilities of Giving, David Whyte
  • 3:30 PM - 5:00 PM | Rendez-CELEBRATION! Don't Miss the Party 😊

Tuesday, July 21st

  • 10:00 AM - 11:30 AM | Purposeful Pivots I, Courtney Pullen, MA (Moderator), Robert Heinrich, CFP, JD CeFT, L. Paul Hood, Jr., JD, Katie Spencer, PsyD, Thomasina Williams, JD
  • 11:45 AM - 12:45 PM | Rendez-MOVE! Connect, Engage & Move (Your Mind, Body, and Spirit)
  • 1:00 PM - 2:15 PM | Breakout Sessions

  • Unblocking What’s Waiting for You: Discovering and Overcoming What Holds us Back from Developing New Capabilities, Cathy Carroll, MBA, PCC, Courtney Pullen, MA

  • Drafting to Improve Wellbeing: Imbuing Trusts with Positivity, Meaning and Purpose, Richard S. Franklin, Esq. (Fusion)

  • Changemakers in a Time of Crisis, Tony Macklin, CAP, Dien Yuen, JD, CAP & Crysti Chen

  • Purposeful Planning for the 99.99%, Ron Nakamoto, CFP, Bob Clark, CFP, CPWA, CIMA & Erik Gabrielson (Fusion)
  • 4:30 PM - 6:00 PM | Rendez-Lounge Small Group Networking/Social/Community Building Experience

Wednesday, July 22nd 

  • 8:30 AM - 9:30 AM | Rendez-Cafe Bring Your Mug, We’ll Provide the Comaraderie! 
  • 10:00 AM - 11:30 AM | FRED Talks: Jamie Forbes, CAP®, Dawn M. Gross, MD, PhD, Jeff Savlov, Jon Young
  • 11:45 AM - 12:45 PM | Emergent Conversations, Facilitated by Ian McDermott
  • 1:00 PM - 2:15 PM | Breakout Sessions 

  • Evoking Clients’ Own Motivation for Change with Motivational Interviewing, Joseph Kuo, CFP, CMA, Ju-Lu Huang Kuo, MA, Marlis Jansen, LMFT, FBS & Kjartan Jansen, MA, CFA

  • The XX Factor - Is She Being Understood: Assessing Our Engagement with Female Clients & Colleagues Across All Generations, Emily Bouchard, MSSW, Amy Zehnder, Ph.D., PCC, CFBA, Karen McNeil, PhD

  • Building Authentic Connection — The Stories from our Past Weave a Vision for the Future, Peter Johnson, CFP, Jon Young, Lonner Holden

  • Benevolence: The Goal Standard of Estate Planning, Raymond C. Odom, Esq. (Fusion)
  • 6:00 PM - 7:30 PM | Rendez-Lounge Small Group Networking/Social/Community Building Experience

Thursday, July 23rd 

  • 8:30 AM - 9:30 AM | Rendez-Café Bring Your Mug, We’ll Provide the Comaraderie! 
  • 10:00 AM - 11:30 AM | Purposeful Pivots II, Courtney Pullen, MA (Moderator), Robert Heinrich, CFP, JD CeFT, L. Paul Hood, Jr., JD, Katie Spencer, PsyD, Thomasina Williams, JD
  • 11:45 AM - 12:45 PM | Rendez-MOVE! Connect, Engage & Move (Your Mind, Body, and Spirit)
  • 1:00 PM - 2:15 PM | Breakout Sessions

  • What Keeps the Rising Generation Up at Night: Practical Insights to Help Address their Top Three Questions, Valerie Galinskaya, MBA, Jenna Gatto, LMFT & Phoebe Massey, BA

  • Descendants and Dilemmas: Unpacking the Role of a Family Fiduciary, Kirby Rosplock, PhD, Jeff Crawford, PhD

  • Ten Years of the Financial Skills Trust: Notes from the Field, Timothy J. Belber, JD, AEP, James Grubman, PhD (Fusion)

  • The Business of Our Practices, Josh Patrick, CFP®, John A. Warnick, Esq.
  • 5:15 PM - 6:45 PM | Rendez-Lounge Small Group Networking/Social/Community Building Experience

Friday, July 24th 

  • 8:30 AM - 9:30 AM | Rendez-Café Bring Your Mug, We’ll Provide the Comaraderie! 
  • 10:00 AM - 11:30 AM | The Many Faces of Impairment, Moderated by Arden O’Connor (one of two "main stage" sessions to choose from)
  • 10:00 AM - 11:30 AM | What Really Works? Tapping the Wisdom of 100-Year Old Global Family Enterprises, Dennis Jaffe, PhD (one of two "main stage" sessions to choose from)
  • 12:00 PM - 1:30 PM | The Future of Our Work, Matthew Wesley, JD, MDiv

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

Event Sponsors

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

Gold Sponsor

Silver Sponsors