Purposeful Planning Institute Logo

2nd Annual

VIRTUAL PURPOSEFUL PLANNING SYMPOSIUM

February 8-10, 2023
A Better Way, A Better Process, A Better Practice Is Within Reach

SEE YOUR BUSINESS & CLIENTS THRIVE IN 2023 WITH PURPOSEFUL PLANNING

A New, Live, Interactive, Virtual CE/CLE Event Tailored To Professionals Like You

Financial
Advisors

Estate Planning Attorneys

Family Business Consultants

Trust
Officers

Wealth
Managers

Philanthropic Consultants

PROFESSIONAL NETWORKING, CLIENT-CENTERED PLANNING, & COLLABORATION

Rise to the Challenge & Exceed Your Clients’ Expectations

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.

VIEW SPEAKERS

YOU'RE IN GOOD COMPANY. MEET OUR SPEAKERS.

Keynote Speakers

David York
Managing Partner
York Howell & Guymon

Marvin Blum
Founding Partner
The Blum Firm, P.C.

Thomasina Williams
Founder
Sankofa Legacy Advisors


Breakout Session Speakers

Alyson Wise

Alyson Wise
Family & Philanthropy Advisor
Bessemer Trust

Aquanetta Betts

Aquanetta Betts
Director of Planned Giving
George Mason University

Carol Warnick

Carol Warnick
Senior Partner
Holland & Hart

Claudia Tordini

Claudia Tordini
Principal
Appanage LLC

Dennis T. Jaffe

Dennis T. Jaffe
Senior Research Fellow
Banyan Global Family Business Advisors

Donna Trammell

Donna E. Trammell
Head of Family Wealth Stewardship
Bessemer Trust

Griffin Bridgers

Griffin Bridgers
Owner
Bridgers Wealth Strategies, LLC

John A. Warnick
Founder
Purposeful Planning Institute

Paul Hood
Owner
Paul Hood Services

Phil Cubeta

Phil Cubeta
Creative Director
The American College

Richard Franklin
Member
Franklin Karibjanian & Law PLLC

Stacy Allred

Stacy Allred
Head of Family Engagement & Governance
First Republic

Download Event Brochure

ENGAGING 3-DAY VIRTUAL EVENT FROM THE COMFORT OF YOUR HOME OR OFFICE

Wednesday, February 8th
9:30am - 10:30am MT
Keynote: A Mindset of Meaning
David R. York, Esq., CPA


10:45am - 11:45am MT
Breakout Session: The Pursuit of Mastery in the Journey We Call Practice
Griffin Bridger, JD, LL.M, L. Paul Hood, Jr., JD, John A. Warnick, Esq.


Breakout Session: Return on Well-Being: Family Well-being as an Investment
Richard S. Franklin, Esq., Claudia E. Tordini, MBA, MPhil


12:00pm - 12:30pm MT
Facilitated Chat Room Discussions

Thursday, February 9th
9:30am - 10:45am MT
Keynote: Business Succession Planning for the Family-Owned Business
Marvin E. Blum, JD, CPA


11:00am - Noon MT
Breakout Session: Preparing the Next Generation for What’s Ahead
Donna Trammell and Alyson Wise, MPA


Breakout Session: Back to the Future - Tax Planning for 2023-2025 and Purposeful Suggestions for the Governance of Family Entities
Carol Warnick, JD and L. Paul Hood, Jr., JD

12:15pm - 12:45pm MT
Facilitated Chat Room Discussions

Friday, February 10th
9:30am - 10:30am MT
Keynote: Purposeful Parallel Planning: Incorporating Family Stewardship into the Planning Equation
Thomasina Williams


10:45am - 11:45am MT
The Legacy of Peter Cade
Phil Cubeta, CLU, ChFC, MSFS, AEP®, CAP® and Aquanetta Betts, JD, CAP®, AEP®, CFRE


Breakout Session: Skillfully Transitioning the Family Business: Rethink, Rebalance, Reinvent
Stacy Allred, MST, CPA, CFP, CEPA and Dennis T. Jaffe, PhD


12:00pm - 12:30pm MT
Facilitated Chat Room Discussions

ATTEND THE PURPOSEFUL PLANNING SYMPOSIUM

Transform Your Practice & Deliver Real Solutions To Clients & Generations To Come

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.

Purposeful Planning Symposium
PPI Member Rate
Non-Member Rate

FREQUENTLY ASKED QUESTIONS

Why Should I Attend The Purposeful Planning Symposium?

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.

Is This A CE/CLE Accredited Event?

Yes! This program has been accredited for 8.5 hours of continuing professional education credits through the CFP® Board (live participation only) and 7 CLE credits have been approved by the Colorado Supreme Court Office of Continuing Legal and Judicial Education (live and recorded sessions).

What Kind Of Professional Networking Can I Expect?

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.

Is The Entire 3-Day Event Online?

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.

THANK YOU TO OUR SPONSORS

The Purposeful Planning Institute relies on the generous support of sponsors and strategic partners to achieve our vision of creating a Purposeful Planning Revolution that transforms the way estate planning is done. 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.