This year’s theme, Navigating Change: Building Capacity. Empowering Wellbeing, emerged from the understanding that the pace of change is accelerating and can be overwhelming. We can’t get ahead of it, and we can’t manage it alone. Through connection and collaboration, we can go from struggle to strength, expand capacity, and empower wellbeing in ourselves and our clients.
We invite you to join us to gain transformative insights, strengthen your practice, and build deeper connections within a community of forward-thinking professionals.
In past years, we have sold out and closed registration early. We encourage you to register early to secure your spot.
Keynote Speaker and Author
We’re All in This Together: Living, Learning, and Leading Through Change
We find ourselves in a time of massive disruption right now. The one constant amid all the change, stress, and uncertainty we face at work and in life these days is us.
When we take ownership and responsibility for our experience, we not only make it easier to navigate the changes we face…we can also empower ourselves and those around us to stay focused and keep things in perspective, regardless of the circumstances.
This interactive keynote, which is based on the core principles of Mike Robbins’ work and research over the past 25 years, illustrates how we can navigate change effectively and thrive in the process.
Founder
Legacy with Anne Bauer
Founder
Sudden Money® Institute
Principal
Cathexis Group
President
Bench Consulting
Director, Gift Planning
Silicon Valley Community Foundation
Chief Learning Officer
Johnson Financial Group
Principal, Illumination 360
Family Advisor & Coach
Chris Koenemann Consulting
Family Business & Wealth Consultant
Eredita Consulting
Founder
Lisa Orlick Coaching & Consulting, LLC
Chief Planning Officer
Superior Planning, LLC
Principal, Head of Client Experience
Balentine, LLC
Founding Partner
Continuity Family Business Consulting
Estate & Legacy Advisor
Blacksburg Law
Chaplain, Pastor and Certified Financial Planner
Family Advisor, Speaker, Author
Blended Families Flourishing
Managing Director
Arabella Advisors
Transition Guide & President
The Transition Strategists
Principal
Genacy Group
Founder and President
Share Save Spend®
Principal
Cathexis Group
Family Wealth Coach
Edelman and Associates
Managing Director & Head of Family and Individual Services
Arabella Advisors
Owner
The Professional Trustee
Managing Director
Merrill Center for Family Wealth™
Founder, Board Chair
Family Office Exchange
Co-Founder,
Enterprise Family Advisors
Owner, CEO
Sierra Legacy Consulting
Founding Principal
Drayson Mews
Former Counselor-at-Law and Author
Managing Director of Family Learning
Matter Family Office, LLC
Principal
PWJohnson Wealth & Legacy, LLC
Chief Learning Officer
Johnson Financial Group
Principal
Illumination 360
Transition Guide & CEO
The Transition Strategists
Writer and Philanthropic Advisor
Founder & Principal
Verdandi & Associates
Managing Director
EisnerAmper Center for Family Business Excellence
Philanthropic Advisor, Managing Director
Phīla Engaged Giving
Director
Merrill Center for Family Wealth™
Vice President, Learning and Content Design
Merrill Center for Family Wealth™
Founder and CEO
PhilanthPro
Managing Partner
The Philanthropic Initiative (TPI)
Founder and Principal
Trimaran Advisory Group Ltd.
Founder & Dreamer
Gifts of a Lifetime
Wealth & Legacy Advisor
Balentine, LLC
Founder
Purposeful Planning Institute
Founder
Ascend Family Advisory
Founder & Principal
Natalie Legacy Portraits
Principal
Croland Consulting, LLC
Founder and CEO
The Heritage Institute
We look forward to hosting Rendezvous at the beautiful Westin in Westminster, Colorado! We have negotiated a very favorable rate for our attendees (booking link provided upon registration). Ideally positioned 15 minutes from both Denver and Boulder, The Westin Westminster provides convenient access to shopping, restaurants, and abundant outdoor recreation afforded by the Rocky Mountains.
The cut-off date is July 8, 2025. Reservation requests made after that date, or after our block has been filled, will be based on the hotel’s prevailing rates and availability at that time.
The non-member Rendezvous registration will automatically include a full one year membership. (A $750 dollar value) Or you can click here to join now.
Early Bird Pricing is Available Through May 6th! Secure Your Spot Before Rates Increase.
Preferred Pricing: After May 5th, rates will increase to $1,685 for PPI Members and $2,285 for non-members.
Standard Rates: After June 10th, rates will increase to $1,935 for PPI Members and $2,535 for non-members.
Member Rate: $1,545
Non-Member Rate: $2,145
Not a member? For a limited time only, new members will have the option to add an annual membership for only $200 at check-out ($550 saving). Or you can click here to join now.
A detailed brochure—including breakout session and speaker information—will be available soon. Please check back for updates!
Rendezvous isn’t your typical conference—it’s a thoughtfully crafted experience that combines peer-led experiential learning with plenty of open space to foster meaningful conversations and connections. To help you make the most of your time with the PPI community, we’ve also curated some amazing social and networking activities before and after the main event.
These optional events are perfect for deepening relationships, exploring the local area, and extending the spirit of Rendezvous beyond the scheduled sessions.
Take a look before you book your flight—you won’t want to miss them!
The Purposeful Planning Institute gratefully acknowledges the generous support of our sponsors. Their partnership powers our programs, strengthens our community, and helps us deliver meaningful, lasting impact.
Sponsoring PPI is more than just support—it’s a statement of leadership. It signals your commitment to advancing client-centered planning and to being part of a movement that’s shaping the future of purposeful 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 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.
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