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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. 



PPI offers weekly teleconferences and webinars with thought leaders and industry innovators discussing innovative breakthroughs and research in the realms of wealth management, business succession and exit planning, family wealth transitions, legacy and financial planning, and exciting new vistas around 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 and Gifts.



2014 PPC RendezvousEarly Registration Ends May 19th - Reserve Your Spot Today! The 2014 Rendezvous will take place at the Omni Hotel & Resort in Broomfield, Colorado on July 30th to August 1st, 2014. 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.



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.




CollaboratoriesPurposeful 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.





PPI Teleconferences & Webinars

Tuesday, July 1st
Noon ET (60 Minutes)
Your Passion or Your Pension?
Ian McDermott, PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS)

Tuesday, July 8th
Noon ET (60 Minutes)
The Hardest Working Punk Band Ever: One Next Gen’s Story of Finding His Own Way
Hosted by Kristin Keffeler, PPI Dean of Family Sustainability & Empowerment

Tuesday, July 15th
Noon ET (60 Minutes)
What's The Big Deal About Happiness?
Dennis T. Jaffe, Keith Whitaker, Hosted by Hartley Goldstone, J.D., MBA, PPI Dean of the Trustscape

Tuesday, July 22nd
Noon ET (60 Minutes)
The Sad State of Estate Planning -- Broken Models, Broken Families, Extraordinary Opportunities
Dr. Tom Deans, Intergenerational Wealth Expert & Best-Selling Author of Every Family's Business and Willing Wisdom, Hosted by Josh Patrick, PPI Dean of Sustainable Business Enterprises

Tuesday, July 29th
Noon ET (60 Minutes)
Helping Your Client (and you) Find Purpose in Life
Levi Brackman, CEO and Founder, Purposes Inc

>>More Information


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