11th Annual

Rendezvous 2023

July 31 - August 3, 2023 | Westminster, Colorado

The Joy of Connection – Cultivating Possibilities

Sold Out! Registration for the 2023 Rendezvous is now closed.

Contact us at info@purposefulplanninginstitute.com to have your name added to the waitlist.

Join Professionals Representing More than 20 Disciplines for Collaborative Dialogue, Keynotes, and Breakout Sessions.

Reconnect and engage with colleagues from across the country while enjoying exceptional programming.

Expect More & Benefit Big

Rendezvous Topics Include:

Family icon

Family Dynamics & Culture

leadership icon

Family Governance & Leadership

Philanthropy, Stewardship & Legacy

Philanthropy, Stewardship & Legacy

Professional Collaboration

Professional Collaboration

Personal Development & Growth icon

Personal Development & Growth

Why Attend

Join professionals like you at the premier and most professionally diverse Purposeful Planning event of the year for one-of-a-kind learning and networking opportunities:

Sold Out! Registration for the 2023 Rendezvous is now closed. Please email us to have your name added to the waitlist.

You're In Good Company. Meet Our Speakers.

Keynote Speaker

Esther Choy

CEO and Chief Story Facilitator
Leadership Story Lab

Additional Main Stage Speakers


Coach, Facilitator, and Gardener of Belonging
Cultivating Leadership + The Meadow

Don Opatrny

Principal and Co-Founder
The Lovins Group, LLC

Gayle Colman

CFP®, Master Integral Coach™ & Co-Founder
Colman Knight Advisory Group, LLC

Kanwar Singh

Managing Director, Private Wealth Advisor
Merrill® Private Wealth Management

Karen McNeil

Leadership & Legacy Consultant

Padric H.B. Scott

President & CEO
Crossroad Capital Partners

Ross Ellenhorn

CEO and Founder
Ellenhorn LLC

Tom Rogerson

GenLeg Co.

We'll Be Announcing Keynote & Main Stage Speakers Soon!

Breakout Session Faciliators

Alisia Robin

Sr. Manager, Strategic Partnerships and Nonprofit Outreach
Schwab Charitable

Allison Lawshe

Learning Center Program Manager
Family Office Exchange

Cindy Radu

Chief Learning Officer (Canada)
Tamarind Learning

Dennis T. Jaffe

Dennis T. Jaffe

Senior Research Fellow
Banyan Global Family Business Advisors

Dien Yuen

Daylight Advisors

Don Opatrny

Principal and Co-Founder
The Lovins Group, LLC

Elizabeth Nam

Managing Director, Head of Family Dynamics
JP Morgan Wealth Management

Erika Seth Davies

The Racial Equity Asset Lab

Evana Lithgow

Managing Partner
Working Minds

Jamie Weiner

Founder and Co-Director
The Quest for Legitimacy

James Grubman

Family Wealth Consulting

Joan DiFuria

Money Meaning & Choices Institute

Jocelyn Baker

Resilient Family Strategies

Judy Pearson

Family Office and Trustee Liability Group Leader
Woodruff Sawyer

Julie Johnson

President & CEO
XY Communication

Kim Schneider Malek

Family Enterprise Alliance, LLC

Kirby Rosplock

Founder & CEO
Tamarind Partners & Tamarind Learning

Kristin Keffeler

Illumination360 & Chief Learning Officer
Johnson Financial Group

Kristin MacDermott​

Founder & President
MacDermott Method, Inc.

Lindsay Hardie

Clinical Psychologist
Sierra Legacy Consulting, LLC

Lindsay Pope

Trustee Support

Mary Duke

Independent Advisor to Families

Matthew Wesley

The Lovins Group, LLC

Michele Mikeska Jaffe

Director of Member Insights + Engagement

Mindy Kalinowski Earley

Chief Learning Officer
Family Office Exchange

Nancy Sharp

Speaker, Storytelling & Life Letters Coach

Paul Hood

L. Paul Hood, Jr.

Consultant, Speaker, Author
Paul Hood Services

Russ Haworth

The Quest for Legitimacy

Ruth Steverlynck

The Lovins Group, LLC

Sandi Bragar

Chief Client Officer, Partner

Shilpa Mirchandani

Lead Family Dynamics Consultant
Wells Fargo

Stacy Allred

Managing Director
First Republic

Stephen Goldbart

Money Meaning & Choices Institute

Tony Macklin

Tony Macklin Consulting

Valerie Galinskaya

Managing Director and Head
Merrill Center for Family Wealth™

Veronica Yepez Reyna

Perpetum Family Office

Hotel Information

We look forward to hosting Rendezvous at the beautiful Westin in Westminster, Colorado!   We have negotiated a very favorable rate for our attendees ($229 per night; 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 10, 2023. 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.

Attend Rendezvous

Secure Your Spot Today. Rates Increase June 13th.

Attend Rendezvous

Rendezvous is SOLD OUT!
Please email shannon@purposefulplanninginstitute.com to add your name to the waitlist.


Program Overview

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.

Platinum Level

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Sponsorship Opportunities