The Purposeful Planning Symposium is a fully virtual event offering professional education and networking for advisors and consultants. Sessions highlight both foundational and advanced Purposeful Planning principles, equipping attendees with actionable strategies to foster deeper client relationships, support family flourishing, and align technical planning with qualitative goals.
As a prospective speaker, your session proposal should reflect this mission by sharing insights, tools, and experiences that help participants move beyond transactional client work into more purposeful, generative planning. Sessions are designed to be interactive and practical, offering concrete takeaways that attendees can apply in their professional practices.
Audience
Symposium participants include advisors, consultants, and thought leaders across wealth management, estate and business succession planning, well-being, family enterprise, and philanthropy. They represent a diverse community of professionals seeking to deepen their practices and deliver greater impact for the families and organizations they serve.
