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:

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:

You're In Good Company. Meet Our Speakers.

Keynote Speakers

David York

David York

Managing Partner
York Howell & Guymon

Marvin Blum

Marvin Blum

Founding Partner
The Blum Firm, P.C.

Thomasina Williams

Thomasina Williams

Founder
Sankofa Legacy Advisors

Breakout Session Speakers

Allison Wise

Alyson Wise

Family & Philanthropy Advisor
Bessemer Trust

Aquenetta Betts

Aquanetta Betts

Senior Executive Director of Planned Giving
World Vision

Carole 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

Griffen Bridgers

Griffin Bridgers

Owner
Bridgers Wealth Strategies, LLC

John A Warnick

John A. Warnick

Founder
Purposeful Planning Institute

Paul Hood

Paul Hood

Owner
Paul Hood Services

Phil Cubeta

Phil Cubeta

Creative Director
The American College

Richard Franklin

Richard Franklin

Member
Franklin Karibjanian & Law PLLC

Stacy Allred

Stacy Allred

Head of Family Engagement & Governance
First Republic

Sponsorship Opportunities

Attend the Purposeful Planning Symposium

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