12th Annual

Rendezvous 2024

July 29 - August 1, 2024 | Westminster, Colorado

Deepening Our Impact: Exploring the Both/And.

Interested in Presenting at Rendezvous?

Join Professionals Representing More than 20 Disciplines for Collaborative Dialogue, Keynotes, and Breakout Sessions.

Reconnect and engage with colleagues from across the country while enjoying exceptional programming.

Expect More & Benefit Big

Rendezvous Topics Include:

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Family Dynamics & Culture

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Family Governance & Leadership

Philanthropy, Stewardship & Legacy

Philanthropy, Stewardship & Legacy

Professional Collaboration

Professional Collaboration

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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:

You're In Good Company. Meet Our Speakers.

Keynote Speaker

Betsy Miller, JD

Lecturer on Law
Harvard Law School

Additional Main Stage Speakers

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Lukas Dwelly

Philanthropic Advisor,
DonorsTrust

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Betsy Erickson

Head of Family and Individual Services
Arabella Advisors

Valerie Galinskaya

Valerie Galinskaya

Managing Director and Head
Merrill Center for Family Wealth™

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Perry Gladstone

Purpose & Legacy Coach & Advisor
Perry Gladstone Consulting

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Klea Harris

Attorney and Counselor at Law
Angel Advocates, PLLC

Shilpa Mirchandani

Director
Merrill Center for Family Wealth™

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Richard Peck

CEO and Independent Philanthropy Advisor
Richard C. Peck Consulting, LLC

Kanwar Singh

Managing Director, Private Wealth Advisor
Merrill® Private Wealth Management

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Mitchell Spearman

Mitchell Spearman

Founder & Dreamer
Gifts of a Lifetime, LLC

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Lewis Weil

Founder
Lewis Weil Co

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We'll Be Announcing More Main Stage Speakers Soon!

Breakout Session Faciliators

Adrienne Criste

Behavioral Insights Advisor
Northern Trust

Akasha

Partner / Gardener of Belonging
Cultivating Leadership

Caleb Breakey

Founder
Renown Publishing

Cathy Carroll

Founder
Legacy Onward

Charles Eckhart

Principal
Cathexis Group

Doug Gray

Chief Operating Officer
Action Learning Associates

Elaine Gast Fawcett

Founder
PhilanthroComm

Ella Chase

Founder
Wellth Works

Gena Rotstein

Founder
Dexterity Consulting

Ginni Galicinao

Founder
Dynamics of Family Wealth

Jake Knight

Co-Founder
Enclave

Jim Coutre

Managing Director
Pathstone

Joseph Kuo

Partner
Financial Life Focus

Judith Pearson

Family Office & Trustee Liability Group Leader
Woodruff Sawyer

Kirby Rosplock

Founder & CEO
Tamarind Partners & Tamarind Learning

Kjartan Jansen

Co-Founder & CFO
Graddha, LLC

Kristen Heaney

Coach and Consultant
Legacy Capitals

Lauren Janus

Chief Operating Officer & Director
Phila Engaged Giving

Lindsay Hardie

Legacy Coach
Sierra Legacy Consulting, LLC

Lisa Nam

Managing Director, Family Engagement & Governance
JP Morgan Wealth Management

Marguerite Griffin

Director of Philanthropic Advisory Services
Northern Trust

Marlis Jansen

Co-Founder & CEO
Graddha, LLC

Mary Duke

Independent Advisor to Families

Natalie McVeigh

Managing Director
EisnerAmper Center for Family Business Excellence

Nathan Dungan

Founder and President
Share Save Spend®

Nike Anani

Director of NextGen Advisory Services
Northern Trust

Polina Crotty

CPCC Collaborating Consultant
The Lovins Group

Richa Singh

Consultant
The Family Business Consulting Group

Rob Kaufold

Director of Philanthropic Services
Arlington Trust Company

Sam van Kalkeren

Director of Aging Services
O’Connor Professional Group

Stacy Allred

Managing Director, Head of Family Engagement & Governance
JP Morgan Wealth Management

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Steve Legler

Family Legacy Coach & Advisor
TSI Heritage

Sue Schwartzman

Principal
Schwartzman Advising

Thomasina Wiliams

Founder
Sankofa Legacy Advisors

Torri Hawley

Director of Learning Experience
Tamarind Learning

Tricia Overdyke

COO & Senior Managing Director
Willow Street Group

Whitney Webb

Director of Family Governance
Cresset

Hotel Information

We look forward to hosting Rendezvous at the beautiful Westin in Westminster, Colorado!   We have negotiated a very favorable rate for our attendees (booking link provided upon registration).  Ideally positioned 15 minutes from both Denver and Boulder, The Westin Westminster provides convenient access to shopping, restaurants, and abundant outdoor recreation afforded by the Rocky Mountains.

Hotel Information

We look forward to hosting Rendezvous at the beautiful Westin in Westminster, Colorado!   We have negotiated a very favorable rate for our attendees (booking link provided upon registration).  Ideally positioned 15 minutes from both Denver and Boulder, The Westin Westminster provides convenient access to shopping, restaurants, and abundant outdoor recreation afforded by the Rocky Mountains. 

The cut-off date is July 10, 2023. Reservation requests made after that date, or after our block has been filled, will be based on the hotel’s prevailing rates and availability at that time.

Attend Rendezvous

Secure Your Spot Today. Rates Increase June 11th.

PPI Member Rate

Sign Up Today for the Preferred Rate!
$1935
$ 1,685
00
  • Must Be Member of PPI
  • Price Increases June 11th

Non-Member Rate

Sign Up Today for the Preferred Rate!
$2535
$ 2,285
00
  • A full one year membership included with non-member registration
  • Price Increases June 11th

Attend Rendezvous

Rendezvous is SOLD OUT!
Please email shannon@purposefulplanninginstitute.com to add your name to the waitlist.

Testimonials

Program Overview

Monday - July 29th

Tuesday - July 30th

  • 6:30am - 5:00pm Registration
  • 7:00am-5:00pm Impact Room
  • 7:00am-7:50am Breakfast & Optional Roundtable Discussions
  • 8:00am – 9:30am Opening Keynote
  • 10:15am – 11:30am Breakout Sessions
  • 11:30am – 1:00pm Lunch & Optional Roundtable Talks
  • 1:00pm – 3:00pm Plenary Session
  • 3:45pm – 5:00pm Breakout Sessions
  • 6:00pm – 8:00pm Dutch Treat Dinner Groups (Optional)
  • 8:30pm – 10:00pm Open Mic & Sing-Along (Optional)

Wednesday - July 31st

  • 6:30am - 5:00pm Registration
  • 7:00am-5:00pm Impact Room
  • 7:00am-7:50am Breakfast & Optional Roundtable Talks
  • 8:00am – 9:30am Catalytic Conversation
  • 10:15am – 11:30am Breakout Sessions
  • 11:30am – 1:00pm Lunch & Optional Roundtable Talks
  • 1:00pm – 2:15pm Breakout Sessions
  • 3:00pm – 5:00pm Rendez-Community
  • 6:30pm – 8:00pm Gala Dinner
  • 8:00pm – 10:00pm Open Mic & Sing-Along (Optional)

Thursday - August 1st

Thank You to Our 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.

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