purposefulplanninginstitute.comPurposeful Planning Institute: Transform Your

Practice Become a Member Webinars & Events Thought Leader & Industry Innovator Webinars Symposium Rendezvous Courses Podcasts Resources Articles & Papers PPI Collaboratories Member LoginBecome a Member Webinars & Events Thought Leader & Industry Innovator Webinars Symposium Rendezvous Courses Podcasts Resources Articles & Papers PPI Collaboratories Member Login Elevate Your Client Relationships • Improve Your Practice • Increase Your Impact Helping Advisors, Consultants, and the Families They Serve Navigate the Complexities of Wealth and Well-Being Purposeful Planning Institute (PPI) is a nonprofit learning center and professional networking and collaboration platform for advisors and consultants serving families of wealth and families in business. Through PPI programs, gain access to valuable resources and a collaborative community of professionals to transform your practice and client relationships. Become a Member Who We Serve Purposeful Planning Institute provides easily accessible, affordable access to educational content, programs, training, and networking to transform your work with complex family systems. Ideal for seasoned professionals who serve families of wealth and family enterprises and those new to their field who want to improve their practice and relationships with their clients. Our programming is also valuable to family leaders who are dedicated to helping individual family members find their pathway to flourishing lives and strengthening the relational fabric of the family. We serve professionals from many disciplines. They include: Attorneys & Tax Professionals Financial Advisors & CFPs Trust Officers Legacy Planners & Consultants Family Enterprise Consultants & Coaches Family Wealth Advisors & Wealth Managers Family Office Professionals & Consultants Philanthropic Consultants & Planned Giving Professionals PPI programs give you the knowledge and confidence to position yourself or your firm as a trusted advisor who delivers solutions to your clients to improve their lives for generations to come. Learn more . A Better Way, A Better Process, A Better Practice is Within Reach Become a Member Join our supportive community and access the resources, tools, and network you need. Increase Your Impact Learn new skills, acquire new tools, and get actionable insights from Thought Leaders & Industry Innovators in our educational and interactive webinars. Transform Your Practice Engage your clients in a new way and be better positioned to help families navigate the challenges of wealth and well-being. Join Now Become a Member PPI membership offers you the chance to join a community of other skilled advisors and consultants who want to serve their clients and their clients’ families in deeper and more positive ways. You’ll benefit from unique networking and learning opportunities, gain access to educational webinars, recorded sessions and support materials, a private online community that spans multiple disciplines and professions, an extensive resource library, early invitations to events, discounted programming, and more. Membership-only content allows you to integrate both purposeful and technical planning into your work to deliver meaningful solutions to your clients and grow your practice. Learn more about PPI membership. Learn More About PPI Membership Upcoming Events Thought Leader & Industry Innovator Webinars Receive valuable takeaways as thought leaders and industry innovators discuss innovative breakthroughs and research around working with families of wealth. PPI is the exclusive home for discussions around the keys and paradigms of Purposeful Planning and Purposeful Trusts & Gifts. May 14 May 14, 2024 @ 12:00 pm EST The Myth of Success” and the Threat of Toxic Stress for Children Living in Affluent Communities Children living in affluent communities experience high-level and persistent stress as they strive for, often unreasonably, high levels of achievement in response to perceived expectations to achieve success. Researchers have demonstrated that the brain’s response to high level and ongoing stress in children results in a flooding of stress response hormones that overwhelms the body and causes toxic stress”, which contributes to increased risk of serious health and mental health problems. In this webinar, Corey Hirsch will explain how children living in affluent communities are at-risk for experiencing toxic stress and steps that can be taken to mitigate that risk. Jun 11 June 11, 2024 @ 12:00 pm EST Can Your Family Live in the Plan You Create? Building Culturally & Structurally Balanced Estate Plans Around the globe, as estate plans spring into action, all too often, they fall short of the grantor’s intent of harnessing the potential of financial capital to enhance growth and development for individuals, families, and communities. SEE ALL WEBINARS Purposeful Planning Symposium February 7-9, 2024 This virtual event brings together nationally renowned faculty for unique and engaging educational and professional development opportunities. You’ll learn the benefits of infusing best practices from the domains of relational, philanthropic, and legacy planning into the technical aspects of estate planning and wealth management. Learn more. Rendezvous July 29-August 1, 2024 Rendezvous is the premier and most professionally diverse gathering of its kind. This event brings together professionals representing more than 20 disciplines for collaborative dialogue, keynotes, and breakout sessions centered on family dynamics, governance, collaboration, philanthropy, and personal development and growth. Learn more. Purposeful Trusts & Legacies Mastery Program The Purposeful Trusts & Legacies Mastery Program is designed for professionals like you who want to assist their clients in creating Purposeful Trusts & Legacies. The Mastery Program is comprised of 10 on-demand sessions to help you master the Keys of Purposeful Trusts & Legacies and put your purposeful planning practice in motion. Participants are eligible to receive up to 11.5 hours of CPE. Learn more. Purposeful Planning Podcast Series The Purposeful Planning Podcast Series delivers inspirational and informative conversations around legacy planning, family business succession, rising generation learning and development, transitioning leadership, governance, philanthropy, and best practices for legacy families and families in business. Our content offers practical tips and advice for advisors and consultants serving families navigating the challenges of wealth and well-being. 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