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Refer-a-Friend Membership Offer

Your friend thinks you’ll love being a member of the Purposeful Planning Institute…and we agree!  By way of our Refer-a-Friend program, you have been given the gift of $100 off the first year of an Individual Premium membership or $50 off an Academic / Non-Profit Professional membership.

Membership Benefits

With your membership, you’ll receive access to:

  • 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.

If you are a member of the National Network of Estate Planning Attorneys, The National Association of Estate Planners & Councils, Sudden Money Institute, or The Family Enterprise Xchange (FEX), please contact us for a special membership promo code!

Join Now!

Individual Premium Membership

Full PPI Membership includes access to all Thought Leader & Industry Innovator Webinars, Member Resources, Member Discounts, and more. Discount applies to first year only. Subscription renews at the standard rate of $750.

Annual Membership - $650/yr ($100 Discount)

Academic & Non-Profit Professional Membership

Full PPI premium membership for those currently enrolled in a higher education program, employed by an academic institution or a non-profit organization, or working primarily as a philanthropic consultant. Discount applies to first year only. Subscription renews at the standard rate of $375.

Annual Membership - $325/yr ($50 discount)

Individual annual and monthly memberships will automatically renew each period until you notify us of your intent to cancel. You may cancel any time by contacting us.  See our refund policy.

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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