10th Annual 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.

  • Estate Planning Attorneys
  • Investment Advisors & CFPs
  • Trustees
  • Legacy Consultants
  • Family Enterprise Coaches
  • Wealth Planning Strategists & Wealth Managers
  • Family Office Professionals & Coaches
  • Fundraising Officers & Planned Giving Professionals
  • And more!

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™

More Speakers Coming Soon!


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

Ian McDermott

Founder

International Teaching Seminars

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

Director
Main Street Legacy

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

Not a member? We've got you covered! Register early and you can add an annual subscription for only $100! (That's a $500 savings!) Or join now to receive member pricing.
 
Early-Bird Rate Register by April 18 -  Member: $1,195  |  Non-Member: $1,695
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

We look forward to hosting Rendezvous at the Four Seasons Hotel in downtown Denver! We have negotiated a very favorable rate of $285 per night for our attendees. (Promo code provided upon registration.)

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

Monday, July 18

6:30am - 5:00pm White Water Rafting & Mt. Evans Tour (Learn More)

1:15pm - 5:00pm Pre-Rendezvous Workshop: Take a Trip to YOU  (Learn More)

5:00pm - 7:00pm Registration & Reception 

Tuesday, July 19

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)

Wednesday, July 20

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

Thursday, July 21

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 Rendez-Community (Social & Networking Activities)

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.

Merrill Center for Family Wealth™

Tolleson Wealth Management

Koplin Consulting

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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