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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.

 

 

 

 

 

 

In the News

John A Warnick

John Warnick, founder of the Purposeful Planning Institute, which takes the focus off maximizing the tax-free transfer of wealth to heirs and puts it on the transfer of values, along with money. Credit Kevin Moloney for The New York Times

Focusing on the Human Element of Estate Planning, New York Times (Nov. 7, 2014)

 

PPI Teleconferences & Webinars

Tuesday, December 2nd
Noon ET (60 Minutes)
Family Dynamics and Family Business
Molly McCullough and Dana Green (hosted by Matthew Wesley, PPI Dean of Family Systems)

Tuesday, December 9th
Noon ET (60 Minutes)
The Most Overlooked Issues and Opportunities in Trust Design After ATRA
Edwin Morrow, Manager for Wealth Strategies Communications for Key Private Bank's Wealth Advisory Services (hosted by Paul Hood, PPI Dean of the Cutting Edge)

Tuesday, December 16th
Noon ET (60 Minutes) 
Family Constitutions: From Saudi to Texas---Why & How
Barbara R. Hauser, International Family Governance Expert, Global Author & Speaker

>>More Information

 

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