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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

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.

 

PPI RENDEZVOUS

2014 PPC RendezvousThe 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 dates for the 2015 Rendezvous will be released soon!

 

PURPOSEFUL PLANNING 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

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, October 7th
Noon ET (60 Minutes)
Creating a Home of Your Own - Using Space to Support Meaningful Individuation and Integration in the Rising Generation
Rebecca McLoughlin, Beautiful Living From The Inside Out: Life and Interior Coaching

Tuesday, October 14th
Noon ET (60 Minutes)
Making Me Mine: The Importance of Solid Identity Formatin in Next Gens
Dr. Terri Finney, Finney Consulting Group

Tuesday, October 21st
Noon ET (60 Minutes)
What Are You Talking To Your Clients About?
Todd Fithian, Managing Partner of The Legacy Companies

Tuesday, October 28th
Noon ET (60 Minutes)
Family Caregiving: America at a Tipping Point
David Levey & Paul Vattiato, Caregiver Reality

>>More Information

 

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