10th Annual in-person Rendezvous
The Fundamentals of Human Connection
Uncovering Common Ground Together
July 18-21, 2022
Four Seasons, Denver, Colorado
Join professionals representing more than 20 disciplines for collaborative dialogue, keynotes, and breakout sessions.
Reconnect and engage in person with colleagues from across the country while enjoying exceptional programming.
Register early! Sign up by April 18 for the best rates, and register in confidence with our no-risk cancellation.
Expect More & Benefit Big
Rendezvous Topics Include:
Family Dynamics
& Culture
Family Governance
& Leadership
Philanthropy,
Stewardship & Legacy
Professional
Collaboration
Personal Development
& Growth
Why Attend
Join professionals like you at the premier and most professionally diverse Purposeful Planning event of the year for one-of-a-kind learning and networking opportunities:
Select from a variety of session options to create a unique learning experience that meets your current needs.
Discover topics appealing to those just entering the Purposeful Planning space as well as the most seasoned and experienced professionals.
Share your knowledge and best thinking as you participate in interactive learning experiences while gaining actionable insights from other professionals facing similar complex family planning issues.
Experience professional collaboration in action and understand why it is a key to your success.
Make enduring connections and deepen existing relationships during extended networking breaks.
Main Stage speakers
Keynote Speakers + Additional Speakers
KEYNOTE SPEAKER
akasha, PhD, PCC
Coach, Facilitator, and Gardener of Belonging
Cultivating Leadership + The Meadow
KEYNOTE SPEAKER
David York, Esq., CPA
Managing Partner
York Howell & Guymon
Amanda Weitman, MBA
Wealth Advisor
Wells Fargo
Claudia Tordini, MBA, MPhil
Principal
Appanage LLC
Donal Griffin
Solicitor, like an Attorney!
Legacy Law
Cathy Carroll, MBA, PCC
President
Legacy Onward, Inc.
Amanda Koplin, LPC
CEO
Koplin Consulting
Marlis Jansen, MS, LMFT
Founder & CEO
Graddha LLC
Padric H.B. Scott, CFP®, ChFC®, CLU®, WMCP®
Founding Partner
CrossRoad Wealth Management Group
Arielle Nóbile
Legacy Filmmaker
Legacy Connections Films
Cindy Radu, LLB, LLM, TEP, ICD.D
Family Wealth Transition Advisor
Cindy Radu Advisory Ltd.
Scott Peppet
President
Chai Trust Company
Natalie Wagner Willis, CFRC
Finologist
The What is Finology? Project & VitalFinancials
Matthew Wesley, JD, MDiv
Managing Director
Merrill Center for Family Wealth™
Nike Anani
Family Office Advisor
Nike Anani Practice
Breakout Session Speakers
James Grubman, PhD
Owner
Family Wealth Consulting
Michael Blacksburg, JD
Estate and Legacy Advisor
Blacksburg Law
Mary Duke, JD, TEP, CMA
Independent Advisor to Families
Courtney Pullen, MA, LPC
President
Pullen Consulting Group
Veronica Yepez Reyna, JD, MBA, TEP
Founder
Perpetum Family Office
Stephanie Ellis-Smith, CAP
Founder and Principal
Phila Engaged Giving
Lindsay Hardie, PhD
Clinical Psychologist
Sierra Legacy Consulting, LLC
Stacy Allred, MST, CPA, CFP®, CEPA
Managing Director
First Republic
Robin Catlin, MBA, CFP®
Managing Director
Merrill Center for Family Wealth™
Stephen Goldbart, PhD
Co-Director
Money Meaning & Choices Institute
Nathan Dungan
President/Founder
Share Save Spend, LLC
Matthew Wesley, JD, MDiv
Managing Director
Merrill Center for Family Wealth™
Natalie McVeigh
Director
EisnerAmper
Amy Szostak
Director, Family Education & Governance
Northern Trust
Russ Haworth, ACFBA
Family Business Adviser
The Family Business Partnership
Jeff Strese
Principal
Jeff Strese Consulting Services
James Weiner, PsyD
Wealth Whisperer
Inheriting Wisdom
Dennis Jaffe, PhD
Senior Research Fellow
BanyanGlobal Family Business Advisors
Joan Difuria, MFT
Co-Founder
Money Meaning & Choices Institute
Valerie Galinskaya, MBA
Managing Director
Merrill Center for Family Wealth™
Kaley Fennell
Coach & Program Coordinator
Legacy Capitals
Tierney Aldridge
Advisor
Denver Agency
Kristin MacDermott, LMFT
President
MacDermott Method, Inc.
Rishi Behari
Owner
Flowstate Coaching & Consulting
Michael Palumbos, CBEC, ChFC
Family Wealth Advisor
Family Wealth and Legacy
Ryan Ponsford, MBA
Co-Founder
Gateway for Good
Kristin Keffeler, MSM
Principal/Chief Learning Officer
Illumination360/Johnson Financial Group
Kristen Heaney, MSW, BCC
Coach/Consultant
Legacy Capitals
Sandi Bragar, CFP®
Chief Client Officer, Partner
Planning, Strategy & Research, Partner
Michele Mikeska, PsyD
Clinical Psychologist/Researcher
The Wright Institute
Jocelyn Baker
Owner
GhostWriters Anonymous
Janell Johnson, CSPG, CAP
Senior Philanthropic Advisor
Phila Engaged Giving
Stan Treger, PhD
Behavioral Insights Advisor
Northern Trust
REGISTRATION
Preferred Rate Register between April 19 and June 13 - Member: $1,345 | Non-Member: $1,845
Standard Rate Register after June 13 - Member: $1,545 | Non-Member: $2,045
| Rendezvous Preferred Rates - Register by June 13th! |
|
| PPI Member Rate | |
| Non-Member Rate | |
| Non-Member Rate plus Annual Membership | |
Conference Hotel – Four Seasons Downtown Denver
Join us at one of Denver’s most luxurious hotels at a fraction of the cost compared to standard rates. But act fast…we anticipate our block will fill up quickly. Register now and book your room right away so you don’t miss out on what is sure to be a truly amazing experience!
Agenda Overview
6:30am - 8:00am Registration
7:00am - 7:50am Breakfast & Optional Roundtable Discussions
8:00am - 8:30am Welcome & Opening Remarks
8:30am - 10:15am “Engaging Beyond Common Ground.” akasha, PhD, PCC
11:00am - 12:15pm Breakout Sessions
12:15pm - 1:30pm Lunch & Optional Roundtable Discussions
1:30pm - 3:00pm “Realizing Your Dreams Through Community." Amanda Koplin, LPC, Marlis Jansen, MA, FBS, & Cathy Carroll, MBA, PCC
3:45pm - 5:00pm Breakout Sessions
6:30pm - 8:00pm Small Group Dinners (Optional)
8:00pm - 9:30pm Jam Session
6:30am - 8:00am Registration
7:00am - 7:50am Breakfast & Optional Roundtable Discussions
8:00am - 9:30am FRED Talks (Frank, Relevant, Educational and Dynamic)
10:15am - 11:30am Breakout Sessions
11:45am - 1:00pm Lunch & Optional Roundtable Discussions
1:00pm - 2:15pm Breakout Sessions
3:00pm - 5:00pm Rendez-Community (Social & Networking Activities)
6:30pm - 8:00pm Gala Dinner
8:00pm - 9:30pm Jam Session
7:00am - 7:50am Breakfast & Optional Roundtable Discussions
8:00am – 8:45am Purposeful Connections
9:15am - 10:30am “Panel: The Mystery and Magic of the Advisor / Client Connection.” Moderated by Kristen Heaney, MSW, BCC, CFWA
11:00am - Noon “The Gift of Lift: Harnessing the Power of Purpose to Elevate the World.” David R. York, Esq.
12:00pm - 1:00pm Lunch & Optional Roundtable Discussions
1:30pm - 4:00pm Denver Botanic Gardens with Marlis Jansen, MS, LMFT
Sponsors
The Purposeful Planning Institute relies on the generous support of sponsors and strategic partners to achieve our vision of creating a Purposeful Planning Revolution that transforms the way estate planning is done. Aligning yourself with the Purposeful Planning Institute demonstrates that you’re an industry leader and committed to mastering and promoting the principles and practices of client-centered planning.
We have a limited number of sponsorship opportunities still available. Please download the Sponsorship Opportunities brochure or contact us for more information.
Platinum Sponsor
Gold Sponsor
Silver Sponsor
Silver Sponsor
COVID & Safety
We are committed to creating a safe and healthy environment for all our attendees and staff. As excited as we are to reunite with our PPI community, we also recognize that COVID-19 is still a risk. Therefore, we’ve implemented a no-risk refund policy and protocols to help promote a safe on-site experience.
Specific health and safety measures will be described and disseminated as they become available.
Please note, even with safeguards, there remains a risk of contracting COVID-19.
Cancellation Policy
You may cancel your registration for a full refund if requested prior to or on June 13. If there are compelling reasons (such as health or family emergencies), refunds after June 13 may be given less a $100 per registration processing fee.
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