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The Purposeful Planning Institute (“PPI”) attracts individuals and firms who believe there is a better way, a better process, a better practice lying just ahead of us and that our past experiences and knowledge are merely a prelude to our finest hours in service to our clients.  It is the most affordable and easily accessible educational and training platform for advisors to HNW and UHNW clients.  PPI offers great value through our easily accessible educational content, programs, and training for financial advisors, estate planning attorneys, and other professionals and consultants serving families of wealth and families in business. 

 

TELECONFERENCES & WEBINARS

Weekly teleconferences and webinars with thought leaders and industry innovators discussing innovative breakthroughs and research in the realms of wealth management, business succession, exit planning, family wealth transitions, legacy and financial planning, personal growth, professional development and collaboration. PPI is also the exclusive home for conversations around the keys and paradigms of Purposeful Planning and Purposeful Trusts & Gifts.

 

PPI RENDEZVOUS

2014 PPC Rendezvous

SAVE THE DATE - The 2017 Rendezvous will take place Wednesday, July 19th – Friday, July 21st, 2017. The Rendezvous is a premier event that offers one-of-a-kind learning and networking opportunities for PPI Members & guests. This event will bring together professionals representing more than 20 disciplines for two days of collaborative dialogue, keynotes, and breakout sessions centered on best practices for legacy families and families in business.

 

 

 

   FUSION COLLABORATION

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SAVE THE DATE - The 2017 Fusion Collaboration will take place on Tuesday, July 18th and Wednesday, July 19th, 2017. Fusion Collaboration is a symposium for professional advisors and consultants who want to stay current with technical topics and gain awareness of best practices for individual and family flourishing. This event will showcase the benefits of fusing the technical aspects of Estate Planning and Wealth Management with the positivity of relational and legacy planning.

 

 

PURPOSEFUL PLANNING WORKSHOPS

Workshops

The Purposeful Planning Institute (PPI) offers workshops on the Seven Keys of Purposeful Trusts & Gifts for attorneys, financial and philanthropic advisors, trust professionals and wealth planning strategists. These workshops range from one hour overviews to half-day Primers. Many professionals are combining one of our workshops with our once-a-month one hour Purposeful Trusts & Gifts Mastery Series virtual training and coaching.

 

 

REGIONAL COLLABORATORIES

Collaboratories

Purposeful Planning Institute (PPI) Collaboratories are forming across the U.S. and Canada. PPI members are forming regional Collaboratories (chapters) that are hubs for networking, sharing of ideas and best practices, and forming professional alliances and collaborations. The Northern California Collaboratory is PPI’s first chapter, formed in response to feedback at the 2013 PPI Annual Rendezvous.

 

 

 

 

 

 

 

 

 

 

 

 

 

Tuesday, December 6th 
Noon ET (60 Minutes)
Creating Legacies of Significance 
Michael G. Stuart, JD, CPA, Attorney & Counselor at Law, The Stuart Legacy Alliance, LLC

Tuesday, December 13th 
Noon ET (60 Minutes)
Revisiting and Revising the Donor Bill of Rights
Bruce DeBoskey, JD, Philanthropic Strategist, Keynote Speaker, Author, The DeBoskey Group

Tuesday, December 20th 
Noon ET (60 Minutes)
The Beneficiary Controlled/Directed Trust (AKA Inheritor's Trust) Through the Lens of Purposeful Planning
John A. Warnick, Esq., Founder, Purposeful Planning Institute

Tuesday, December 27th 
-- No Session Today --

Tuesday, January 3rd 
Noon ET (60 Minutes)
Virtual Tour for New Members
John A. Warnick, Esq., Founder, Purposeful Planning Institute, Julie Dorosz, Director of Operations, Gayle Gahagan, Communications and Member Services Coordinator

Tuesday, January 10th 
Noon ET (60 Minutes)
Lessons from The Collaborative Leader
Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS)

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