Aligning Technical Planning with Qualitative Planning
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 2026 Purposeful Planning Symposium!
The Purposeful Planning Symposium is designed for financial advisors, estate planning attorneys, family business consultants, philanthropy advisors, CPAs, wealth managers, and other professionals who want to help their clients create more meaningful, positive, and sustainable plans.
The Symposium is especially valuable for professionals who are new to Purposeful Planning. Experienced practitioners looking to deepen their knowledge, expand their toolkit, and connect with others who share a commitment to more human-centered, purposeful advising will also benefit from attending.
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.
Managing Partner
York Howell
Partner & Chief Wealth Strategist
Gresham Partners, LLC
Founder and CEO
Crossroad Capital Partners
Principal
The Professional Trustee
Principal
Daylight Advisors
Founder & President
PlenaryOps Inc. & Commodore Management Co
Distinguished Fellow at Harvard University & CEO
Gardner & Co.
Partner & Family Office Industry Group Co-Lead
ArentFox Schiff
Attorney and Counselor at Law
Angel Advocates, PLLC
Coach/Consulatnt
In Three Generations
Managing Director
JP Morgan Family Engagement & Governance
Founder
Shenkman Law
Private Trustee & Trust Advisor
Lorenz Private Trustees
Executive Coach & Family Enterprise Advisor
Edelman & Associates
Partner
Family Office Group, Ernst & Young LLP
Partner
Mills & Reeve LLP
Senior Consultant
Continuity LLC
Of Counsel, Trusts & Estates
Levenfeld Pearlstein, LLC
Co-Founder & Founder
Northeast Private Trustee Services, Ltd. & Borchers Cusano Trust Law, P.C.
Principal
Tony Macklin Consulting
Senior Vice-President, Chief Fiduciary Officer and Director of Personal Trust
Greenleaf Trust
9:00am – 10:30am MT | MAIN STAGE
The Confluence of Purpose and Planning: Timeless Principles for Timely Issues
David York, Esq., CPA
11:00am – 12:30pm MT | BREAKOUT SESSIONS
Developing Collaborative Judgment in the Age of AI
Heidi Gardner, PhD & Paul Edelman, PhD, PCC
Invisible Landmines: Patterns Advisors Can Learn to Navigate to Serve Client-Families Effectively
Kristen Heaney, MSW, PCC, FWA & Shay Harris-Pierre, PhD, LPC, CFT
Pressure-Tested Planning: Directed Trust Pitfalls and the Single Family Office Operating System
Elizabeth Nam, JD, Kevin Matz, JD, LLM
9:00am – 10:30am MT | MAIN STAGE
The Client’s Voice: Letters of Wishes as a Bridge Between Law and Legacy
Kim Kamin, JD
11:00am – 12:30pm MT | BREAKOUT SESSIONS
Purposeful Planning Without Borders: Advising Families Living Global Lives
Sarah Cormack, JD & Suzanne Shier, JD
Well Advised Is Not Well Run: Turning Plans and Advice into Daily Practice
Paul McKibbin, JD & Eugene Lipitz, CPWA®, GFS®
Additional Session To-Be-Announced!
9:00am – 10:30am MT | MAIN STAGE
The Legacy Alignment Pathway: Bringing Purposeful Planning Together in a Cohesive Client Journey
Klea Harris, Esq. & Martin Shenkman, CPA, MBA, PFS, AEP, JD
A “Both And” Approach to Philanthropic Planning
Dien Yuen, JD, LLM, CAP®, AEP®, IPA & Tony Macklin, CAP®, IPA
Getting Trusts Prepared for both the Qualitative & the Quantitative: Four Practical Models for Family and Trustee Readiness
Daniel Felix, JD, Matthew Santangelo, TEP, Timothy Borchers, Esq., CTFA, EPLS, AEP®, MCIT, Wendy Cox, JD, CTFA
11:00am – 12:30pm MT | MAIN STAGE
Outputs Before Inputs: Transforming a Purposeful Planning Practice into Quantifiable Action
Padric H.B. Scott, MSFP, CFP, AEP, CLU, TPCP, CAP, ChFC, WMCP, IPA, CCFC
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 (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. The Purposeful Planning Symposium offers continuing education credit for financial planners, attorneys, CPAs, and investment and private wealth professionals. Credit amounts will be announced once each accrediting organization completes its review.
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 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 90 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 available. Please 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.
