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A Better Way, A Better Process, A Better Practice Is Within Reach
Save the dates on your calendar and plan to join us for the 2025 Purposeful Planning Symposium!
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.
President
Legacy Onward, Inc.
Co-Founder, CEO, Advisor
Generation6
Partner
Perkins Coie LLP
Author, Speaker, Advisor
Paul Hood Services
Principal and Founder
Alchemia Group
Partner
Morris, Nichols, Arsht & Tunnell LLP
Managing Partner
AgencyONE
Managing Director, Wealth Planning & Advice
JP Morgan Wealth Management
Partner and Chief Wealth Strategist
Gresham Partners LLC
Partner and Chief Learning Officer
Johnson Financial Group
Managing Director, Head of Behavioral Science
JP Morgan Wealth Management
Managing Partner
Larkins & Larkins LLC
Well-Being Facilitator
Where Do We Grow From Here?
Managing Member
Pearlman & Miranda
Managing Director, Family Engagement & Governance
JP Morgan Wealth Management
Senior Vice President, Director of Wealth Transfer Strategies
Northern Trust
Senior Director, Family Philanthropy
Jewish Federation of Detroit
Founder
Purposeful Planning Institute
9:15am – 10:30am MT
How to Support Clients Through Their Unsolvable Problems
Cathy Carroll, MBA, MCC
11:00am – 12:30pm MT
SQ/Spiritual Intelligence Quotient: The Quantum Truth of Beneficiary Well-Being
Raymond C. Odom, JD
Give Beneficiaries a Fish, You Feed Them for a Day. Teach Beneficiaries To Fish, You Feed Them for a Lifetime
Kristin Keffeler, MSM, MAPP & Todd Flubacher, JD
Understanding the Ostrich: Bridging the Intention-to-Behavior Gap with Multidisciplinary Advice
Lisa Nam, JD, Miranda Holmes, CFP®, ChFC®, CRPC®, Jeff Kreisler, JD
9:15am – 10:30am MT
From Stigma to Strength: the Importance of Understanding the Impacts of Mental Health on Family and Family Business Systems
Domingo P. Such, III, JD, MBA & Andrew Keyt, MBA, MS
11:00am – 12:30pm MT
Becoming a Fiduciary: Embodying the Virtues of Purposeful Service
Jen Laun, CFP®
Charitable Giving with Non-Charitable Trusts – Promoting and Expanding Permitted Philanthropy
Kim Kamin, JD
Purposeful Family Treasuries for Intergenerational Opportunity
Isabel Miranda, JD, Gonzalo M. Garcia, CLU, Bob Larkins, AEP, CLU, ChFC
9:15am – 10:30am MT
A Cajun Hillbilly’s Bayou Lament: Why the Human Side of Estate Planning is the Most Important Side
L. Paul Hood, Jr., JD, LL.M.
11:00am – 12:30pm MT
If you Ask Better Questions You Will Get Better Results
Tim Belber, JD, AEP
Fusion: Transforming Estate, Financial and Gift Planning
John A. Warnick, Esq.
Purposeful Network: High-Trust Relationship Insights From 2000+ Conversations with Clients and Donors
Klementina X. Sula, MA
Not a member of the Purposeful Planning Institute?
As our way of saying thank you, your event registration to the Purposeful Planning Symposium will include a 60-day trial membership to the Purposeful Planning Institute at no additional cost or a special discount on an annual membership (for new members only) . Click here to view the membership benefits.
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.
Yes! In 2024 this program was accredited for 12 hours of continuing professional education credits through the CFP® Board (live participation only) and 10 CLE credits through the Colorado Supreme Court Office of Continuing Legal and Judicial Education (live and/or recorded programming). We anticipate offering similar CE in 2025.
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.
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.
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 available. Please download the Sponsorship Opportunities brochure or contact us for more information.
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.
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.
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