Session recordings accredited for continuing professional education credits
This module brings together leading voices in trust design to explore how modern structures can better serve evolving families. From understanding generational dynamics to building flexibility through “Gumby” trusts, this package highlights innovative approaches that move beyond rigid planning. Sessions also examine how trusts can be vehicles for purpose and impact, while introducing beneficiary-centered frameworks that reimagine traditional trust law. Ideal for advisors seeking to design trusts that are adaptive, relational, and aligned with the long-term needs of today’s families.
6.5 CFP Credit Hours | 7.8 CLE Credit Hours
Sessions Included:
These sessions explore how advisors can cut through complexity and respond strategically to an evolving tax landscape. They unpack the real implications of recent legislative changes while addressing the noise that often clouds effective planning. From practical partnership tax solutions, innovative collaboration in estate planning, to the shifting rules shaping charitable giving, the package emphasizes clarity, creativity, and client-centered application. Designed for practitioners seeking to modernize their approach while keeping client purpose at the center of planning decisions.
7.5 CFP Credit Hours | 8.4 CLE Credit Hours
Sessions Included:
This module centers the relational and emotional dimensions that shape effective advisory work. These sessions explore how frameworks like Internal Family Systems™ and a focus on advisor mental health deepen both client outcomes and practitioner sustainability. Through real-world examples, presenters highlight the power of interdisciplinary collaboration between technical experts and those focused on the human side of planning. Ideal for advisors looking to integrate empathy, self-awareness, and teamwork into more impactful, client-centered practices.
5 CFP Credit Hours | 7.8 CLE Credit Hours
Sessions Included:
These sessions equip advisors to navigate the intersection of generosity, strategy, and a rapidly shifting planning landscape. These sessions explore innovative approaches to integrating philanthropy into client relationships while adapting to new tax and estate dynamics. With an emphasis on collaboration between technical experts and those attuned to the human dimensions of giving, the package highlights how to create more meaningful and sustainable impact. Designed for practitioners seeking to elevate philanthropic planning beyond transactions to truly purpose-driven outcomes.
7 CFP Credit Hours | 8.4 CLE Credit Hours
Sessions Included:
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.
