SAVE THE DATE

Rendezvous 2023

JULY 31 - AUGUST 3 | The Westin Westminster

2023 Program Details Coming Soon!

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

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

Expect More & Benefit Big

Rendezvous Topics Include:

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:

Select from a variety of session options to create a unique learning experience that meets your current needs.
Discover topics appealing to those just entering the Purposeful Planning space as well as the most seasoned and experienced professionals.
Share your knowledge and best thinking as you participate in interactive learning experiences while gaining actionable insights from other professionals facing similar complex family planning issues.
Experience professional collaboration in action and understand why it is a key to your success.
Make enduring connections and deepen existing relationships during extended networking breaks.

You're In Good Company. Meet Our Speakers.

Keynote Speakers

Breakout Session Speakers

Sponsorship Opportunities

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.

Not Seeing the Answer You’re Looking For?

Speak with someone at PPI to find your answer. Contact us.

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.

SAVE THE DATE

Rendezvous 2023

JULY 31 - AUGUST 3 | The Westin Westminster

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

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

Expect More & Benefit Big

Rendezvous Topics Include:

Family Dynamics & Culture

Family Governance & Leadership

Philanthropy, Stewardship & Legacy

Professional Collaboration

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:

You're In Good Company. Meet Our Speakers.

Keynote Speakers

David York

Marvin Blum

Thomasina Williams

Breakout Session Speakers

Alyson Wise

Aquanetta Betts

Carol Warnick

Claudia Tordini

Dennis T. Jaffe

Donna E. Trammell

Griffin Bridgers

John A. Warnick

Paul Hood

Phil Cubeta

Richard Franklin

Stacy Allred

Sponsorship Opportunities

Not Seeing the Answer You’re Looking For?

Attend the Purposeful Planning Symposium

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

Newsletter Signup

Follow Us