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In this session, we explore how you can use the Keys of Purposeful Trusts & Gifts in family business planning. We review several Purposeful Visioning Exercise which were developed to facilitate the process of applying purposeful planning to family entities and succession planning.

This session is for PPI members who have signed up for the 2019/20 Purposeful Trusts & Gifts Mastery Program.  Contact us for more information or to register.