2nd Annual

Virtual Purposeful Planning Symposium

February 8-10, 2023

A Better Way, A Better Process, A Better Practice Is Within Reach

Access Recorded Content

PPI Members can now access the recordings from the 2023 Purposeful Planning Symposium in our online archives!

See Your Business & Clients Thrive with Purposeful Planning

A Live, Interactive, Virtual CE/CLE Event Tailored To Professionals Like You
Financial Advisors Icon

Financial Advisors

Estate Planning Attorneys

Estate Planning Attorneys

Family Business Consultants icon

Family Business Consultants

Trust Officers


Wealth Managers


Philanthropic Consultants


Professional Networking, Client-Centered Planning, & Collaboration

Rise to the Challenge & Exceed Your Clients’ Expectations

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.

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

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

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

Bridgers Wealth Strategies, LLC

John A Warnick

John A. Warnick

Purposeful Planning Institute

Paul Hood

Paul Hood

Paul Hood Services

Phil Cubeta

Phil Cubeta

Creative Director
The American College

Richard Franklin

Richard Franklin

Franklin Karibjanian & Law PLLC

Stacy Allred

Stacy Allred

Head of Family Engagement & Governance
First Republic

Engaging 3-Day Virtual Event From the Comfort of your Home or Office

Attend the Purposeful Planning Symposium

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

Frequently Asked Questions

Thank You to Our Sponsors

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.

Platinum Level

Silver Level