PPI membership is designed to build collaboration between professional disciplines and support advisors and consultants who want to serve their clients and their clients’ families in deeper and more positive ways.
One of the many benefits of being a PPI member is access to our educational webinars with Thought Leaders and Industry Innovators. The interactive conversations within these webinars introduce cutting-edge ideas and emerging best practices for working with legacy families and families in business.
If you are a member of the National Network of Estate Planning Attorneys, The National Association of Estate Planners & Councils, Sudden Money Institute, or Family Enterprise Canada (FEC), please contact us for a special membership promo code!
Full PPI Membership includes access to all live and archived webinars, a private online directory of members, our Purposeful Planning Resource Center, discounts on PPI sponsored workshops and events, and more!
Full PPI premium membership for those currently enrolled in a higher education program, employed by an academic institution, a non-profit organization, or working primarily as a philanthropic consultant.
Provides three full PPI memberships; others may be added at $500/year.
Individual annual and monthly memberships will automatically renew each period until you notify us of your intent to cancel. You may cancel any time by contacting us. See our refund policy.