Rendezvous 2024 Pre-Party

July 9, 2024

at 12:00 pm EST

Guest Speaker(s):
Klea Harris, Attorney and Counselor at Law, Angel Advocates, PLLC; Mitchell Spearman, Founder & Dreamer, Gifts of a Lifetime, LLC. ; Perry Gladstone, Purpose & Legacy Coach and Advisor, Perry Gladstone Consulting
Melissa Mitchell-Blitch, Co-Chair – Vision Expedition, PPI’s Dean of Individual Development

Are you getting excited for Rendezvous? (We Are!) Wish it weren’t so far away? (We Do!) Why wait? Come join us for a Pre-Party. Learn more about what’s to come at Rendezvous 2024 and start Exploring the Both/And, and how it can help us Deepen our Impact.

Guest Thought Leader(s): Michele Jaffe, Chair – Wisdom Expedition; Amanda Koplin, Chair – Experience Expedition


Purposeful Quote: “It takes both sides to build a bridge.” – Fredrik Nael

Introduction to our Guest Speaker(s)

Klea Harris loves helping families use estate planning to heal their relationships rather than perpetuate conflict. She believes in estate planning that is guided by love and governed by law.  With these principles in mind, she started Angel Advocates, PLLC in 2019 and enjoys leading a team of like-minded estate planning attorneys and consulting 500+ other attorneys so they can successfully implement purposeful element into their own practices.

She earned her bachelor’s in History and Gerontology and law degree from Brigham Young University. In service to her clients, Klea draws from her experience as a wife of 26 years and mother of eight children, including three adopted from Haiti in 2003.  She loves mediation, watercolor, and hiking the National Parks with her family.


Mitchell Spearman has partnered with philanthropic families across the US, Asia, and Europe to achieve transformative goals, fostering deeper ties within multi-generational families.  His successes include gifts ranging from $10Mto $100M, involving diverse family voices.

Mitchell has worked at institutions like Occidental College, the University of Texas at Austin, the University of Arkansas, and Drexel University. He has presented nationally on philanthropy and family engagement an served on the AI faculty for four years.

Mitchell graduated from The University of South Carolina School of Law and Presbyterian College, where he was student body president and a member of the Board of Trustees. He currently continues to work with philanthropic families, connecting them across generations and guiding them to achieve impactful goals.


Perry Gladstone started his entrepreneurial journey at eight, selling rock and roll pins in Toronto. By 15, he opened his first skateboard shop and later founded ten successful companies in action sports, entertainment, and media, including a national magazine, branding agency, production houses, and the largest Canadian snowboard brand.

As a published author, keynote speaker, former free-diving record holder, and recording artist, Perry leverages his diverse experience to guide elite clients, including CEOs, athletes, and top professionals. He is sought after for his ability to articulate the best path forward and facilitate stakeholder buy-in.

Perry’s extensive public and non-profit sector experience includes work with the BMW Foundation, Costa Rica, CBC, Government of Ontario, Israel Global Television Network, The Salvation Army, and the UN Development Programme. He co-founded Fundación SOMOS de Costa Rica and developed Costa Rica’s National Lifeguard Program and community security initiatives for Central America.

Perry lives in Toronto with his wife, Marilyn, and their son, Adam, where he coaches clients worldwide and oversees a network of high achievers.


Webinar Host

Melissa Mitchell-Blitch helps clients make decisions, manage conflict, and navigate change. She is a former CPA and financial advisor – who left her career in finance to earn a Master’s in Psychology and focus on the “people side” family business and wealth.  Melissa’s approach is solution focused. She helps clients develop the skills and mindset necessary to grow and navigate the challenges they face.  She has an empathetic yet direct style, which allows her to work well with a wide variety of people. 

Melissa is also the author of In the Company of Family: How to Thrive When Business IS Personal and Purposeful planning Institute’s Dean of Individual Development. She lives in Charleston, SC and serves clients across North America. 


Thought Leader(s)

Dr. Michele Mikeska Jaffe specializes in supporting individuals, couples, and families with the impact of wealth on their relationships. She works with those seeking to overcome challenges that hinder fulfilling relationships and successful businesses.  

With personal experience as an entrepreneur and business owner, combined with clinical training and research, Dr. Jaffe has a unique sensitivity to help individuals, couples, and families navigate complex wealth dynamics, enabling them to design a life full of meaning and connection. 

Amanda Koplin, LPC is a mental health entrepreneur and thought leader who creates innovative solutions to fill gaps in the mental healthcare system. She founded a mental health urgent care clinic in 2014 and later established Koplin Consulting, a nationwide concierge mental health service. Amanda specializes in unique treatment plans for issues like addictions, eating disorders, and motivation, involving trusted advisors and family members for maximum impact.

She holds bachelor’s degrees in psychology and women and gender studies from the University of Oregon, and a Master’s in Mental Health Counseling from Yeshiva University. Her mission is to help others recover their quality of life.

Member & Guest Webinar Access

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