A Better Way, A Better Process, A Better Practice Is Within Reach
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.
Managing Partner
York Howell & Guymon
Founding Partner
The Blum Firm, P.C.
Founder
Sankofa Legacy Advisors
Family & Philanthropy Advisor
Bessemer Trust
Senior Executive Director of Planned Giving
World Vision
Senior Partner
Holland & Hart
Principal
Appanage LLC
Senior Research Fellow
Banyan Global Family Business Advisors
Head of Family Wealth Stewardship
Bessemer Trust
Owner
Bridgers Wealth Strategies, LLC
Founder
Purposeful Planning Institute
Owner
Paul Hood Services
Creative Director
The American College
Member
Franklin Karibjanian & Law PLLC
Head of Family Engagement & Governance
First Republic
9:30am – 10:30am MT
Keynote: A Mindset of Meaning
David R. York, Esq., CPA
10:45am – 11:45am MT
Breakout Session: The Pursuit of Mastery in the Journey We Call Practice
Griffin Bridger, JD, LL.M, L. Paul Hood, Jr., JD, John A. Warnick, Esq.
Breakout Session: Return on Well-Being: Family Well-being as an Investment
Richard S. Franklin, Esq., Claudia E. Tordini, MBA, MPhil
12:00pm – 12:30pm MT
Facilitated Chat Room Discussions
9:30am – 10:45am MT
Keynote: Business Succession Planning for the Family-Owned Business
Marvin E. Blum, JD, CPA
11:00am – Noon MT
Breakout Session: Peer-to-Peer: Power of Connecting Young Wealth-Holders to Peer Networks
Donna Trammell and Alyson Wise, MPA
Breakout Session: Back to the Future – Tax Planning for 2023-2025 and Purposeful Suggestions for the Governance of Family Entities
Carol Warnick, JD and L. Paul Hood, Jr., JD
12:15pm – 12:45pm MT
Facilitated Chat Room Discussions
9:30am – 10:30am MT
Keynote: Purposeful Parallel Planning: Incorporating Family Stewardship into the Planning Equation
Thomasina Williams
10:45am – 11:45am MT
The Legacy of Peter Cade
Phil Cubeta, CLU, ChFC, MSFS, AEP®, CAP® and Aquanetta Betts, JD, CAP®, AEP®, CFRE
Breakout Session: Skillfully Transitioning the Family Business: Rethink, Rebalance, Reinvent
Stacy Allred, MST, CPA, CFP, CEPA and Dennis T. Jaffe, PhD
12:00pm – 12:30pm MT
Facilitated Chat Room Discussions
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.
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! This program has been accredited for 8.5 hours of continuing professional education credits through the CFP® Board (live participation only) and 7 CLE credits have been approved by the Colorado Supreme Court Office of Continuing Legal and Judicial Education (live and recorded sessions).
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 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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