1st Annual Purposeful Planning Symposium

February 9-11, 2022
Live Virtual Event

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.

The 1st Annual Purposeful Planning Symposium will provide you with practical guidance, tips and substantive materials to elevate the estate, transition and charitable planning conversations.  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.

Purposeful Planning Symposium
PPI Member Rate
Non-Member Rate (includes one-year membership)