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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! Registration will open in November.
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.
Founder
Shenkman Law
Chief Learning Officer
Johnson Financial Group
Owner
Family Wealth Consulting
Managing Director, Head of Family Engagement & Governance
JP Morgan Advisors
Co-Founder
Money Meaning & Choices Institute
Managing Director and Head
Merrill Center for Family Wealth™
Co-Director
Money Meaning & Choices Institute
Attorney and Counselor at Law
Angel Advocates, PLLC
Co-Founder, Co-Chairman and Co-Chief Executive Officer
South Dakota Trust Company, LLC
CEO
Koplin Consulting
Vice President, Business Support Manager
Merrill Center for Family Wealth™
President/Executive Managing Director
South Dakota Trust Company, LLC
Managing Director & Legal Counsel
South Dakota Trust Company, LLC
CEO
Daylight Advisors
9:15am – 10:30am MT
Main Stage: Human Aspects of Estate Planning
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD
11:00am – 12:30pm MT
Breakout Session: Legacy, Culture & Equity
Dien Yuen, JD, LLM, CAP®, AEP®
Breakout Session: Advancing Flourishing: The 10 x 10 Learning Roadmap
Stacy Allred, MST, CPA, CFP, CEPA, Joan DiFuria, MFT and Stephen Goldbart, PhD
9:15am – 10:30am MT
Main Stage: The Myth of the Silver Spoon
Kristin Keffeler, MSM, MAPP
11:00am – 12:30pm MT
Breakout Session: How UHNW Families are Addressing Communication, Decision-Making and Gifting
Valerie Galinskaya, MBA and Phoebe Massey
Breakout Session: Four Estate Planning Secrets You Can Implement Today
Klea D. Harris, Esq.
9:15am – 10:30am MT
Main Stage: The Three Keys to Success in the Advising World of Tomorrow
James Grubman, PhD
11:00am – 12:30pm MT
Breakout Session: The Power of Questions
Amanda Koplin, LPC
Breakout Session: The Private Family Trust Company & Powerful Alternatives
Al W. King III JD, LLM, AEP (Distinguished), TEP, James N. Paladino JD, LLM, Matthew Tobin, JD
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 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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