The Joy of Connection – Cultivating Possibilities
Sold Out! Registration for the 2023 Rendezvous is now closed. Please email us to have your name added to the waitlist.
Sold Out! Registration for the 2023 Rendezvous is now closed. Please email us to have your name added to the waitlist.
CEO and Chief Story Facilitator
Leadership Story Lab
Keynote: Strategic Storytelling for Cultivating Connection
Our desire to connect with each other is universal, even with those we seemingly have nothing in common. Learn how to create an authentic connection across disciplines and life experiences that ultimately evokes emotion and encourages collaboration.
Through customized interactive exercises for professionals serving families of wealth, participants will apply key elements of storytelling, uncover their audience’s point of view and craft an engaging story.
Join us for this powerful bonding experience that focuses on weaving purpose and meaning into your story.
Coach, Facilitator, and Gardener of Belonging
Cultivating Leadership + The Meadow
Principal and Co-Founder
The Lovins Group, LLC
CFP®, Master Integral Coach™ & Co-Founder
Colman Knight Advisory Group, LLC
Managing Director, Private Wealth Advisor
Merrill® Private Wealth Management
Leadership & Legacy Consultant
President & CEO
Crossroad Capital Partners
CEO and Founder
Ellenhorn LLC
President
GenLeg Co.
Get ready to be inspired! We’ve curated an outstanding lineup of keynote speakers and interactive breakout sessions for this year’s Rendezvous. Keep an eye out as we’ll be unveiling the details of our keynote and other main stage sessions later this week. Don’t forget to check back!
Sr. Manager, Strategic Partnerships and Nonprofit Outreach
Schwab Charitable
Learning Center Program Manager
Family Office Exchange
Chief Learning Officer (Canada)
Tamarind Learning
Senior Research Fellow
Banyan Global Family Business Advisors
Executive Director, Center for Philanthropy & Social Impact
The American College
Principal and Co-Founder
The Lovins Group, LLC
Managing Director, Head of Family Dynamics
JP Morgan Wealth Management
Founder
The Racial Equity Asset Lab
Managing Partner
Working Minds
Founder and Co-Director
The Quest for Legitimacy
Owner
Family Wealth Consulting
Co-Founder
Money Meaning & Choices Institute
Co-Creator
Resilient Family Strategies
Family Office and Trustee Liability Group Leader
Woodruff Sawyer
President & CEO
XY Communication
Founder
Family Enterprise Alliance, LLC
Founder & CEO
Tamarind Partners & Tamarind Learning
Principal
Illumination360 & Chief Learning Officer
Johnson Financial Group
Founder & President
MacDermott Method, Inc.
Clinical Psychologist
Sierra Legacy Consulting, LLC
Principal
Trustee Support
Independent Advisor to Families
Managing Director and Wealth Strategist
Merrill Center for Family Wealth™
Director of Member Insights + Engagement
FBN-USA
Chief Learning Officer
Family Office Exchange
Speaker, Storytelling & Life Letters Coach
Consultant, Speaker, Author
Paul Hood Services
Co-Director
The Quest for Legitimacy
Principal
The Lovins Group, LLC
Chief Client Officer, Partner
Aspiriant
Lead Family Dynamics Consultant
Wells Fargo
Managing Director
First Republic
Co-Director
Money Meaning & Choices Institute
Principal
Tony Macklin Consulting
Managing Director and Head
Merrill Center for Family Wealth™
Founder
Perpetum Family Office
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.
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.
Preferred Pricing is Available Through June 12, 2023
Standard Rates: After June 12th, rates will increase to $1,545 for PPI Members and $2,145 for non-members.
Optional Activities
White Water Rafting & Mt. Evans Trip (Full Day)
eBike Adventure (timing TBD)
9:00am – 4:00pm MT
Pre-Rendezvous Workshop: Accessing Ancient Wisdom for Living in Full-Hearted Prosperity
1:00pm – 5:00pm MT
Pre-Rendezvous Workshop: The Mindset and Spirit of Service: Leveling up Using the Power of Purpose, Delight, and Surprise
5:30pm – 7:30pm MT
Welcome Reception
8:00am – 10:15am MT
Opening Remarks & Keynote: Strategic Storytelling for Cultivating Connection, Esther Choy
11:00am – 12:15pm MT
Breakout Sessions
12:15pm – 1:30pm MT
Lunch & Optional Roundtable Discussions
1:30pm – 3:00pm MT
FRED (Frank, Relevant, Educational and Dynamic) Talks
3:45pm – 5:00pm MT
Breakout Sessions
6:30pm – 8:00pm MT
Dutch Treat Dinner Groups
8:00pm – 10:00pm MT
Open Mic & Sing-Along
8:00am – 9:35am MT
Purposeful Conversations
10:15am – 11:30pm MT
Breakout Sessions
11:30am – 1:00pm MT
Lunch & Optional Roundtable Discussions
1:00pm – 2:15pm MT
Breakout Sessions
3:00pm – 5:00pm MT
Rendez-Community
6:30pm – 8:00pm MT
Gala Dinner
8:00pm – 10:00pm MT
Open Mic & Sing-Along
8:00am – 9:30am MT
Plugging In – to a Truly Renewable Energy Source – The Joy of Connection
9:45am – 10:30pm MT
Telling Our Stories
11:00am – Noon MT
Closing Keynote: The Experience of Connection; The Joys of Listening, Padric H.B. Scott
12:00pm – 1:00pm MT
Lunch & Optional Roundtable Discussions
1:30pm – 4:30pm MT
Nature Hike at Chautauqua Park, Boulder
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.
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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