We are accepting nominations and applications for breakout sessions at the 2024 Rendezvous! If you are interested in presenting or facilitating a discussion at Rendezvous, please carefully review the Request for Proposals. Once you have done that, please complete the Speaker Information Form by Monday, January 16th.
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
CEO
Daylight Advisors
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
Principal
The Lovins Group, LLC
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 (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.
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 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.
For a limited time only, 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.
Preferred Pricing is Available Through May 7, 2024
Standard Rates: After May 7th, 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.
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.
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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