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Corporate & Group Memberships

Group memberships make sense for most companies and organizations, regardless of the number of professionals you employ. Your organization gets a great rate, and your employees enjoy the same benefits as individual premium members.

Membership benefits include:

  • Thought Leader & Industry Innovator series of educational webinars with nationally renowned speakers.
  • Online archives of the recorded sessions and associated handouts for easy download if you are unable to join us for the live sessions.
  • Private online community to share ideas, questions, and practice developments with our network of over 450 Purposeful Planning Institute members from more than 20 disciplines and professions.
  • The Connecting Point web-based directory where you can post your customized professional profile describing how you collaborate with other professionals and serve individuals and families to enable other collaborators to connect with you.
  • The Purposeful Planning Resource Center that offers an online library of resources on best practices for legacy families and families in business. You’ll also discover practice pointers, client exercises, conversation scripts, design letters, redacted forms, skills building resources, and more.
  • An early invitation to Rendezvous, our premier event that offers unique learning and networking opportunities and brings together thought leaders and industry innovators to collaborate and share best practices.
  • Special collaborator rates on Purposeful Planning Institute Programs, including a 20% or greater discount on PPI-sponsored workshops and gatherings.

Purposeful Planning Institute is dedicated to transforming the estate planning process and elevating our industry to a new standard of client-centered planning. Our goal is to enable advisors and consultants to foster prosperous and purposeful relationships amongst their clients and their families that endure from one generation to the next.

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Corporate Group Membership

The special group rate of $1,675 includes three individual memberships for staff from the same company. Add more employees at the discounted rate of $500 per member – a $250 savings off individual membership.

Your firm owns the individual memberships, and you can manage your investment. If a staff member leaves your employment, your designated group manager can quickly and easily remove access and assign a replacement employee through your online dashboard. The new employee will immediately begin receiving the benefits of membership.

Have more than 10 members? Contact us for a large group package.

3 seats Membership - $1,675/yr
5 seats Membership - $2,625/yr
10 seats Membership - $5,000/yr

Become a Strategic Sponsor

Aligning yourself or your firm with PPI demonstrates your leadership in the industry. Learn more about sponsorship opportunities.

The Power of Purposeful Planning

Testimonials

What a privilege it is to offer my support to the Purposeful Planning Institute as an initial member and the Laureate of PPI. The work of this community has allowed many families to flourish in remarkable ways.
James E. Hughes, Jr.
James E. Hughes, Jr., Esq. Author & Philosopher
I am awed by the number of thought leaders and visionaries who participate in PPI programming...and are incredibly accessible and generously share their time and expertise with the community. PPI not only talks about collaboration, but they also create the forum for it to take root and grow.
Kristin Keffeler, MSM, MAPPPrincipal, Illumination360 and Chief Learning Officer, Johnson Financial Group
Kristin Keffeler, MSM, MAPP
For me, PPI is home. It is a place where I can be myself, have deep conversations, and experience joy and laughter with like-minded and like-hearted colleagues.
James Grubman, PhDOwner, Family Wealth Consulting
James Grubman, PhD
PPI is my professional home...where I have been able to deepen and broaden professional networks and relationships and expand my knowledge. My engagement through PPI helps to stimulate my thinking, and has transformed my practice and how I serve.
Thomasina WilliamsFounder, Sankofa Legacy Advisors
Thomasina Williams
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, AEPPrincipal, The Alchemia Group
Timothy J. Belber, JD, AEP
PPI is different than any other professional community I’ve joined. If you’re willing to jump in with both feet, there are other professionals waiting there to lift you up and help you succeed in whatever you’re doing. The effort I put into the PPI community throughout the year is returned to me an invaluable way, reflected both in my bottom line as well as the person, leader, and professional I am today. When I need help, feedback, or guidance, my first call is always to someone I met through the PPI community.
Amanda Koplin, LPCFounder & CEO, Koplin Consulting
Amanda Koplin, LPC
So often the heart of what our clients want to accomplish is lost in the legal protection and instructions. Our thinking in legal matters and the pressures of “getting it right” blur the bigger picture for us. I highly recommend this organization to you if you want to think beyond the technical side and integrate the human dimension.
James Smyth, JDAttorney, Crotty & Smyth
James Smyth, JD
PPI is an amazing tapestry of people and a place where I have developed deep connections and relationships. PPI has been an engine for my personal and professional growth and evolution.
Matt Wesley, JD, MDivManaging Director, Merrill Center for Family Wealth
Matthew Wesley, JD, MDiv
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