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1st Annual

VIRTUAL PURPOSEFUL PLANNING SYMPOSIUM

February 9-11, 2022
A Better Way, A Better Process, A Better Practice Is Within Reach

PROFESSIONALS

SEE YOUR BUSINESS & CLIENTS THRIVE IN 2022 WITH PURPOSEFUL PLANNING

A New, Live, Interactive, Virtual CE/CLE Event Tailored To Professionals Like You

Financial
Advisors

Estate Planning Attorneys

Tax
Attorneys

Trust
Officers

Wealth
Managers

Philanthropic Consultants

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.

VIEW SPEAKERS

YOU'RE IN GOOD COMPANY. MEET OUR SPEAKERS.

Keynote Speakers

David York

David York
Managing Partner
York Howell & Guymon

Richard Franklin

Richard Franklin
Member
Franklin Karibjanian & Law PLLC

Claudia Tordini

Claudia Tordini
Principal
Appanage LLC

Tim Belber

Tim Belber
Founder & Principal
The Alchemia Group LLC


Breakout Session Speakers

Michelle Adams

Michelle Adams
Attorney
Law Office of Michelle A
dams, LLC

Susan Bradley

Susan Bradley
Founder
Sudden Money Institute

Mark Hartnett

Mark Hartnett
Managing Director
Argent Family Wealth Services

Paul Hood

Paul Hood
Consultant/Speaker/
Author

Paul Hood Services

Ray Odom

Ray Odom
Senior Vice President
Northern Trust

Rebecca Schroer

Rebecca Schroer
Partner
Holland & Hart, LLP

ENGAGING 3-DAY VIRTUAL EVENT FROM THE COMFORT OF YOUR HOME OR OFFICE

Wednesday, February 9th
9:30am - 10:30am MT
Keynote: Where Purpose Meets Planning
David R. York, Esq., CPA


10:45pm - 11:45pm MT
Breakout Session: Breaking Through the Implementation Impasse
Susan Bradley, CFP®, CeFT®


Breakout Session: Bene-volence as Good-Willing: The New “Goal” Standard for Estate Planning
Raymond C. Odom, Esq., CFP®


11:45pm - 12:15pm MT
Facilitated Chat Room Discussions

Thursday, February 10th
9:30am - 10:30am MT
Keynote: Well-Being as an Integrative Approach to Family & Wealth
Richard S. Franklin, Esq. & Claudia E. Tordini


10:45pm - 11:45pm MT
Breakout Session: Passing the Baton in a Generational Relay Race
Mark C. Hartnett, JD, MBA, CFP®, AEP®


Breakout Session: 2021 Hindsight: A Review of Important or Interesting Developments in Estate Planning
L. Paul Hood, Jr., JD

11:45pm - 12:15pm MT
Facilitated Chat Room Discussions

Friday, February 11th
9:30am - 10:30am MT
Keynote: The Family Advisor’s Role in 2022
Timothy J. Belber, JD, AEP®


10:45pm - 11:45pm MT
Breakout Session: Family Strong - Creating A Legacy that Matters with the Seven Gifts
Michelle Adams, Esq.


Breakout Session: Planning for Family Business Assets
Rebecca Schroer, Esq.


11:45pm - 12:15pm MT
Facilitated Chat Room Discussions

DOWNLOAD EVENT BROCHURE

FREQUENTLY ASKED QUESTIONS

Why Should I Attend The Purposeful Planning Symposium?

Our speakers are internationally recognized Purposeful Planning experts. Whether you are trying to gain new clients, improve existing client relationships, create a more sustainable practice, or expand your network, the Purposeful Planning Symposium will help you learn actionable steps to incorporate meaningful changes that will improve your practice and client relationships.

Is This A CE/CLE Accredited Event?

Yes! Most, if not all, sessions will be accredited for continuing professional education credit through the CFP® Board and the Colorado Supreme Court Office of Continuing Legal and Judicial Education.

What Kind Of Professional Networking Can I Expect?

Advisors and consultants from all over the United States, Canada, and beyond will gather together to share best practices for legacy families and families in business. The Purposeful Planning Symposium includes dedicated time for you to network at virtual roundtables with our speakers and other attendees.

Is The Entire 3-Day Event Online?

Yes! All sessions will be delivered through an interactive virtual format that can be enjoyed in the comfort and safety of your home or office, while providing opportunities to connect and engage with professionals from across the country and around the world. Plus, you'll be able to access content on-demand for 30 days after the live event.