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Our Clients Expect More.

 Are you ready to rise to the challenge that families, firms, and the marketplace are asking us to meet? The Purposeful Planning Symposium will bring together nationally renowned faculty for educational and professional development opportunities that will 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 Attend?

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.

Expand Your Network

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, as well as actionable steps you can take to incorporate Purposeful Planning into your practice. The symposium includes dedicated time for you to network at virtual roundtables. 

Continuing Education

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.

Live Virtual + On-Demand

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.

Keynote Speakers

Richard Franklin

Member

Franklin Karibjanian & Law PLLC 

Claudia Tordini

Principal

Appanage LLC

Tim Belber

Founder & Principal

The Alchemia Group LLC

Breakout Session Speakers

Michelle Adams

Attorney

Law Office of Michelle Adams, LLC

Susan Bradley

Founder

Sudden Money Institute

Mark Hartnett

Managing Director

Argent Family Wealth Services

Paul Hood

Consultant/Speaker/Author

Paul Hood Services

Ray Odom

Senior Vice President

Northern Trust

Rebecca Schroer

Partner

Holland & Hart, LLP

Schedule

The Purposeful Planning Symposium will bring together nationally renowned faculty for unique and engaging educational and professional development opportunities that will showcase the benefits of infusing  best practices from the domains of relational, philanthropic and legacy planning into the technical aspects of Estate Planning and Wealth Management. Download Event Brochure

Wednesday, February 9th

9:30am - 10:30am MT

Keynote: Where Purpose Meets Planning

David R. York, Esq., CPA

10:30pm - 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

10:30pm - 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®

10:30pm - 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        

Don't miss out.
Sign up for the symposium today!

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