A Better Way, A Better Process, A Better Practice Is Within Reach
Save the dates on your calendar and plan to join us for the 2026 Purposeful Planning Symposium!
The Purposeful Planning Symposium brings together nationally renowned faculty for educational and professional development opportunities that showcase the benefits of fusing the technical aspects of Estate Planning and Wealth Management with relational and legacy planning, so you can make meaningful changes that will improve your practice and client relationships.
Co-Founder, Co-Chairman, Co-Chief Executive Officer
South Dakota Trust Company, LLC
Founder & Chair
Aspen Family Business Group
Sr Management Consultant
Oikonomia
Partner
Holland & Knight LLP
Partner
Holland & Knight LLP
CEO
Koplin Consulting
Principal & President
Stone Bybee & Associates, PLLC
Independent Estate Planning, Tax, and Wealth Strategist,
Attorney & Educator
Bridgers Wealth Strategies, LLC
Managing Director
Phila Engaged Living
Principal / Founder
Trella Advisory Group
Managing Director, Private Wealth Advisor
Rockefeller Capital Management
Consultant
Trella Advisory Group
Partner and Chief Wealth Strategist
Gresham Partners, LLC
Chief Fiduciary Officer
The Northern Trust Company
Founder
Shenkman Law
Chief Tax Strategist
Northern Trust Wealth Management
Founder / President
Kahler Financial Group
Consultant
Trella Advisory Group
Partner
Ogden Murphy Wallace PLLC
9:00am – 10:30am MT
Main Stage
The Importance of Understanding Millennials (And Future Generations) to Creatively Structure Trusts to Prevent Family Disputes
Al W. King, III, JD, LLM, AEP (Distinguished), TEP
11:00am – 12:30pm MT
Breakout Sessions
How to Help Clients Design Gumby Trusts: Maximizing Flexibility and Optionality
Kim Kamin, JD
Charitable Giving After OBBBA: The Impact of the New Rules on Philanthropic Planning
Craig Stone, Esq.
Partnership Tax “Hacks” (Simple Solutions to Client Conundrums)
Paul Lee, JD, LLM
9:00am – 10:30am MT
Main Stage
Trust Constellations: A New Beneficiary-Centered View of Trust Law
Patrick Duffey, JD, LLM
Stacie Nelson, JD
11:00am – 12:30pm MT
Breakout Sessions
Advisor Mental Health
Martin Shenkman, CPA, MBA, PFS, AEP, JD
Amanda Koplin, LPC
Integrated Purposeful Planning: A Case for Collaboration
Judi Cunningham, MA, FEA, ICD.D, CEPA
Robyn Hooper, CPA, CA
Katherine Bright, MBA, FEA
Innovating Wealth & Philanthropy: Practical Strategies to Sustain and Grow Your Practice in a Changing Landscape
Janell Turner, CAP®
Kanwar Singh, CDFA®
9:30am – 11:00am MT
Breakout Sessions
After OBBBA: Managing the Noise Around Enhanced Tax, Estate and Charitable Planning
Griffin Bridgers, JD, LLM
Transforming Trusts for Purposeful Impact
Wendy Goffe, JD
Laura Mandel, JD
Beyond Money Scripts: Applying Internal Family Systems™ to Financial Life Planning 3.0
Richard Kahler, MS, CFP®, CFT™, CeFT®
11:30am – 12:30pm MT
Mainstage
Collaboration in Estate and Philanthropic Planning: Engagement Between the Technical Estate Planners and the Experts in the Human Side of Planning
Leslie Dashew, MSW
Natalie McVeigh, CAP, TEP, ACFBA, ACFWA
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 (for new members only) . Click here to view the membership benefits.
Our speakers are internationally recognized Purposeful Planning experts. Whether you are trying to gain new clients, improve existing client relationships, create a more sustainable practice, or expand your network, the Purposeful Planning Symposium will help you learn actionable steps to incorporate meaningful changes that will improve your practice and client relationships.
Yes! Most, if not all, sessions will be accredited for continuing professional education credit through the CFP® Board and the Colorado Supreme Court Office of Continuing Legal and Judicial Education. New this year, eligible participants may earn CPE credits for CPAs (acceptance of credit is at the discretion of each state board of accountancy).
Advisors and consultants from all over the United States, Canada, and beyond will gather together to share best practices for legacy families and families in business. The Purposeful Planning Symposium includes dedicated time for you to network at virtual roundtables with our speakers and other attendees.
Yes! All sessions will be delivered through an interactive virtual format that can be enjoyed in the comfort and safety of your home or office, while providing opportunities to connect and engage with professionals from across the country and around the world. Plus, you’ll be able to access content on-demand for 30 days after the live event.
The Purposeful Planning Institute relies on the generous support of sponsors and strategic partners to achieve our vision elevating our industry to a new standard and empowering advisors and the families they serve to make more positive and enduring impacts. 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 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 elevating our industry to a new standard and empowering advisors and the families they serve to make more positive and enduring impacts. 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 elevating our industry to a new standard and empowering advisors and the families they serve to make more positive and enduring impacts. 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.
"*" indicates required fields
