SEE YOUR BUSINESS & CLIENTS THRIVE IN 2022 WITH PURPOSEFUL PLANNING
A New, Live, Interactive, Virtual CE/CLE Event Tailored To Professionals Like You
Estate Planning Attorneys
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.
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.