save the date

july 31st - august 3rd

The Westin Westminster

2023 Program Details Coming Soon!

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!

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.

Sponsorship opportunities

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.

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