PUT YOUR PURPOSEFUL PRACTICE IN MOTION & KEEP THE MOMENTUM GOING
Tap Into Over 50 Individual Lessons Designed To Help Professionals Like You Master The Keys of Purposeful Trusts & Legacies

MASTERY 101 AT A GLANCE
Expect More & Benefit Big

10 Self-Paced Modules +
9+ Hours of CLE/CPE

Watch from your phone, tablet, or computer

10 modules, each approximately 60 minutes in length

10-15 minutes average per lesson

Stream anytime, anywhere, at your own pace

130+ page class workbook of downloadable exercises, samples, and other materials

Live office hours and small group discussions

Immediate takeaways you can apply to your practice
PRACTICAL COURSES WITH TAKEAWAYS YOU CAN PUT INTO PRACTICE

01: Introduction to the Purposeful Trusts & Legacies Mastery Program
The Keys and Paradigms of Creating Purposeful Trusts and Legacies

02: The Key of Capturing Our Client's Voice and Vision
Overcoming What Clients Hate About Their Estate Planning Documents (Sterility and Legalese) While Still Honoring the Documents' Legal Integrity

03: The Key of Unleashing & Capturing Positive Emotions
Antidotes to Entitlement and Trust Narcissism

04: The Key of Purposefully Naming a Trust
Tapping into the Symbolic Power of Name and Meaning Clauses

05: The Key of Purpose & Intent Clauses
The Heart of a Purposeful Trust

06: The Key of Meaning
Transforming Cash Gifts & Tangible Personal Property into Priceless Treasures and Lasting Legacies

07: The Key of Guidelights
Sharing Life Wisdom and Encouragement for Beneficiaries and Legatees

08: The Key of Guidance
How to Purposefully Select and Guide Trustees, P.R.s, and Guardians

09: The Key of Values & Virtues
Passing More Than Wealth to Our Children and Grandchildren

10: Introduction to Marketing Purposeful Trusts & Legacies
How to market your new Purposeful tools and strategies
ENROLL IN THE PURPOSEFUL TRUSTS & LEGACIES MASTERY ELEARNING PROGRAM TODAY!
Empower Your Practice & Meaningfully Impact Your Clients’ Trust & Legacy Outcomes
Purposeful Trusts & Legacies Mastery eLearning Program | |
PPI Member Rate | |
Non-Member Rate | |
Non-Member Rate plus Annual Membership | |
Interested in taking a closer look? Access the first and second module at no cost for 14 days. Sign-up HERE for this special offer.
SEE WHAT OUR MEMBERS ARE SAYING
“The Purposeful Planning Institute’s Trusts & Legacies Mastery eLearning Program provides a great introduction, context and framework for advisers who want to introduce a more generative approach to estate planning and trusteeship services. For advisers and stewards of wealth, the program challenges traditional technical thinking and provides practical relational focused insights, case studies and tools that will enable new types of conversations to be initiated with clients, beneficiaries and trustees which they will value.”
“The Purposeful Trusts & Legacies Mastery elearning Program and concept of “purposeful trusts” has made a huge difference in the way I approach planning with my clients. I was excited about every session. I now regularly introduce clients to the exercises on articulating the purpose of the trust and the idea of naming the trust. They are moved by these questions and remark on how different this estate planning process is compared to previous experiences. For me, the course was so meaningful and triggered opportunities for introspection. I feel a much greater level of satisfaction in the work I do with clients.”
“As a coach who works with affluent clients and their families, the Purposeful Trusts & Legacies Mastery program has provided me with invaluable training in how to integrate the goals of passing on assets and developing character in the next generation. If your clients want to enrich the lives of their offspring without spoiling them, you will benefit from learning to use the tools and techniques offered in this, the PPI’s flagship educational offering.”
“The Purposeful Trusts and Legacy Mastery Program gave me a framework for having the kind of meaningful discussions with clients that I had been wanting to find for years and the tools to use what we discussed in my legal practice. I have found that the concepts that the program focuses on are foundational to all of the work that I do, both in drafting and counseling clients."
FREQUENTLY ASKED QUESTIONS
How long do I have access to the Mastery 101 eLearning Program?
This program is designed to complete in roughly 10 months; however, you will have access to the program for one full year from the date of enrollment. You will be able to maintain your access to the program content if you have an active membership with Purposeful Planning Institute.
Is this program CLE/CPE accredited?
Yes! The 10 modules included in the Purposeful Trusts & Legacies Mastery eLearning Program are accredited for 11.5 hours of continuing professional education credits through the CFP Board and 9 general CLE credits have been approved by the Colorado Supreme Court Office of Continuing Legal and Judicial Education.
Do I need to purchase a Membership to Purposeful Planning Institute to enroll?
You do not need to purchase a membership to access the Purposeful Trusts & Legacies Mastery eLearning Program. If you are not currently a member of the Purposeful Planning Institute, you may purchase a one-year membership at our preferred rate of $200 for a limited time. To maintain access to the eLearning program materials you will need to renew your PPI membership.
Do I need to follow a specific schedule for this program?
The Mastery eLearning Program is online and can be completed any time of the day, independent of a schedule other than your own.
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