3rd Annual

Virtual Purposeful Planning Symposium

February 7-9, 2024

A Better Way, A Better Process, A Better Practice Is Within Reach

Registration Coming Soon!

See Your Business & Clients Thrive with Purposeful Planning

A Live, Interactive, Virtual CE/CLE Event Tailored To Professionals Like You, Including:
Financial Advisors Icon

CPAs & Financial Advisors

Estate Planning Attorneys

Estate Planning Attorneys

Family Business Consultants icon

Family Business Consultants

Trust Officers

Trust
Officers

Wealth Managers

Wealth
Managers

Philanthropic Consultants

Philanthropy
Professionals

Plus 15+ Other Professional Disciplines

Professional Networking, Client-Centered Planning, & Collaboration

Rise to the Challenge & Exceed Your Clients’ Expectations

The Purposeful Planning Symposium brings together nationally renowned faculty for educational and professional development opportunities that showcase the benefits of fusing the technical aspects of Estate Planning and Wealth Management with relational and legacy planning, so you can make meaningful changes that will improve your practice and client relationships.

You're In Good Company. Meet Our Speakers.

Keynote Speakers

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD

Founder
Shenkman Law

Kristin Keffeler, MSM, MAPP

Chief Learning Officer
Johnson Financial Group

James Grubman, PhD

Owner
Family Wealth Consulting

Breakout Session Speakers

Stacy Allred

Managing Director, Head of Family Engagement & Governance
JP Morgan Advisors

Joan DiFuria

Co-Founder
Money Meaning & Choices Institute

Valerie Galinskaya

Valerie Galinskaya

Managing Director and Head
Merrill Center for Family Wealth™

Stephen Goldbart

Co-Director
Money Meaning & Choices Institute

Klea D. Harris

Attorney and Counselor at Law
Angel Advocates, PLLC

Al W. King III

Co-Founder, Co-Chairman and Co-Chief Executive Officer
South Dakota Trust Company, LLC

Amanda Koplin

CEO
Koplin Consulting

Phoebe Massey

Phoebe Massey

Vice President, Business Support Manager
Merrill Center for Family Wealth™

James N. Paladino

President/Executive Managing Director
South Dakota Trust Company, LLC

Mathew Tobin

Managing Director & Legal Counsel
South Dakota Trust Company, LLC

Dien Yuen

CEO
Daylight Advisors 

Engaging 3-Day Virtual Event From the Comfort of Your Home or Office

Attend the Purposeful Planning Symposium

Transform Your Practice & Deliver Real Solutions To Clients & Generations To Come

PPI Member Rate

$ 495
  • Must Be Member of PPI

Non-Member Rate

$ 695
  • Option to Add 60-Day Trial Membership at No Cost

Frequently Asked Questions

Thank You to Our Sponsors

The Purposeful Planning Institute relies on the generous support of sponsors and strategic partners to achieve our vision elevating our industry to a new standard and empowering advisors and the families they serve to make more positive and enduring impacts.  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 Level

Silver Level

Limited Sponsorship Opportunities Now Avaialable

The Purposeful Planning Institute relies on the generous support of sponsors and strategic partners to achieve our vision elevating our industry to a new standard and empowering advisors and the families they serve to make more positive and enduring impacts.  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.