Purposeful Planning Institute's 4th Annual

Fusion Collaboration 

Tuesday, July 24th – Wednesday, July 25th, 2018

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Technical Delivered Better; Connections Made Stronger

Fusion Collaboration is for professional advisors and consultants who want to maintain a leading edge in technical topics and gain awareness of best practices for individual and family flourishing. Attendees will learn how to integrate legacy, relational, and philanthropic best practices into technical planning and get highly practical doses of the best CLE/CPE programming with nationally renowned faculty and innovators.  

WHO SHOULD ATTEND

Attorneys, CFPs, CLUs, CPAs, family business and legacy consultants, philanthropic professionals, trustees, wealth advisors and family office professionals/consultants who want to stay current with technical topics and gain awareness of best practices for individual and family flourishing. 

WHY ATTEND?

  • Get 90 minutes of the "Most Practical of Heckerling" with Marty Shenkman and cutting edge suggestions from other nationally renowned experts. 
  • Take home new concepts, tools, and strategies which you’ll be able to monetize and implement immediately. 
  • Learn to spot the “hidden” influences which too often undermine technical planning. 
  • Learn about disruptive trends affecting your practice and discover the power of purposeful planning.  
  • Experience professional collaboration in action and understand why it is a key to your future success.  
  • Most sessions will qualify for continuing professional education for attorneys, CFPs, and other professionals.

Main Stage...

Timothy J. Belber, JD, AEP

PPI Dean of Fusion, Principal, The Alchemia Group LLC

James E. Hughes, Jr., Esq.

Attorney & Author

Ian McDermott

PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS)

Jeff Savlov

Founder, Blum & Savlov, LLP – Family Business Consulting

Martin M. Shenkman, CPA, MBA, PFS, AEP, JD 

Martin M. Shenkman, PC

John “John A” Warnick, Esq.

Founder of the Purposeful Planning Institute and Fellow of the American College of Trust & Estate Counsel and author of the Purposeful Trust & Gift Handbook

David R. York, Esq.

Co-Founder and Managing Partner, York Howell & Guymon, Fellow of the American College of Trust & Estate Counsel

BREAKOUT SESSION PRESENTERS…

Mary G. Anderson

Organizational Consultant/Legacy Coach

Shawn T. Barberis, JD

Founder, Aspida360

Susan Bradley, CFP®, CeFT®

Founder, Sudden Money Institute

John Brown, Esq. 

Founder, Business Enterprise Institute

Emily Bouchard, MSSW

Managing Partner of Wealth Legacy Group

David K. Cahoone, Esq.

Johnson & Browning Law Firm

John Cunningham, M.A., MFT

Executive Coach President, EnCompass Resources, Inc.  

Monroe "Roey" Diefendorf, Jr.

Founder, 3 Dimensional Wealth Advisory

Randy A. Fox

Founder, EzCharitable, LLC "The Generosity Company", Editor in Chief, Planned Giving Design Center

Kyle Gee, Esq.

Counsel, BakerHostetler

Liza Hanks, JD

Partner, GCA Law Partners LLP

Eric Herrera

Director of Sales, Kolbe Corp

David W. Holaday, ChFC, CAP

Founder and Managing Member of Wealth Design Consultants, LLC

Jane Larrabee, JD

Attorney, Law Office of Jane K. Larrabee  

David M. Lenz, Esq.

Partner, Schenider Smeltz Spieth Bell

Scott Mathewson, CFP®  

Founder, Elevare LLC  

Frank Mullins, CFP®  

President, Frank Mullins & Associates, LLC  

Hal Wright

Special Needs Consultant

Program Highlights

Tuesday, July 24th - Fusion Day

Tuesday will feature three plenary sessions and eight breakout sessions on topics such as...

  • Ninety Minutes of the Most Practical Ideas from Heckerling
  • Opportunities and Challenges in Planning for Digital Assets, Electronic Signatures and Electronic Wills
  • Designing and Managing the Intentional Life Insurance Portfolio
  • Empowering and Engaging the Reluctant Partner
  • Purposeful Exit Planning
  • Innovate or Die – How Purposeful Planning Can Transform You and Your Practice
  • How to Bring Purposeful Trusts & Gifts to Both Mass Affluent and UHNW Clients  

...and more!

Wednesday, July 25th - Collaboration Day

Wednesday's program includes a keynote titled "Purposed and Prepared" with David R. York, Esq., and breakout sessions on collaboration and practice management topics including... 

  • How Effective Collaboration Can Help Build Your Practice
  • Tools for "Purposeful" Special Needs Planning for the Attorney, CFP, Wealth Manager and Trustee
  • How to Develop a Marketing Plan That Sticks With Clients You Want 
  • Leveraging Technology to Maximize Your Impact
  • Purposeful Gifts and Trusts -- Best Ideas on Marketing Your Practice

Plus a keynote with James E. Hughes, Jr. and Ian McDermott and the Collaborative Learning Experience. A highly rated interactive session that you won't want to miss!

The Collaborative Learning Experience The Capstone of Fusion Collaboration and a Dynamic Bridge to Rendezvous  

The Collaborative Learning Experience on Wednesday afternoon will feature a case study film illustrating challenges we too often overlook or miss in our advisor/consultant relationships with legacy families. 

You'll get to maximize this collaborative learning experience through roundtable multi-disciplinary discussions featuring attorneys, financial professionals, legacy and philanthropic consultants and relational and behavioral experts. 

The closing keynote features James E. Hughes, Jr. and Ian McDermott, addressing two disruptive influences already at work amongst the families we serve. 

The Collaborative Learning Experience is something you won't want to miss! 

The Power of Purposeful Planning

“Fusion Collaboration was an experience I will never forget! When the student is ready, the teacher will appear!!" 

— S. Mark Alton, Vice President & Senior Investment Management Consultant, The Armory Group at Morgan Stanley Wealth Management

“Let Fusion Collaboration show you how to connect the technical aspects for planning with the heart of families we serve in order to have a client for life.” 

— Michael Palumbos, ChFC, Family Wealth Advisor

“The best way to serve my family business clients is in collaboration with experts in a variety of disciplines including law, accounting, financial advisory, insurance, banking, and of course, someone who can help the family address the emotional side of these topics. That’s why I’m excited to participate in the Fusion Collaboration.” 

— Cathy Carroll, MBA, ACC, Legacy Onward

 “As a Legacy Estate Planning Attorney, I felt the Fusion Collaboration was an excellent foray into combining the technical tax updates with the social and emotional intelligence we all use to counsel clients in the emotional issues we face every day. Fusion presented a unique way of marrying the two disciplines in a way that gives me more tools to help clients and be a true counsellor. I would recommend this program to anyone in this field.” 

— Michael G. Stuart, Esq., Member/Manager & Founder at The Stuart Legacy Alliance, LLC

“A unique gathering. Bringing together people and topics from different disciplines is only the first step. This conference takes on the ambitious goal of joining their perspectives to create a combined experience. It works.” 

– Don Kozusko, Esq., ACTEC Fellow, Partner, Kozusko Harris Duncan, Private Client/Wealth Management Counsel Best Overall Law Firm PAM Award

HOTEL RESERVATIONS

Embassy Suites by Hilton Downtown Denver

This newly renovated hotel is within walking distance of some of the best attractions in the downtown area, a quick ride from Union Station, and a short drive to some of the best outdoor adventures & hiking in the Rocky Mountain region. Use the link above to reserve a room at our group rate.

Event Sponsors

- Silver Level Sponsors - 

The Purposeful Planning Institute relies on the generous support of sponsors and strategic partners to achieve our vision of creating a Purposeful Planning Revolution that transforms the way estate planning is done. Aligning yourself with the Purposeful Planning Institute demonstrates that you’re an industry leader and committed to mastering and promoting the principles and practices of client-centered planning.  

We have a limited number of sponsorship opportunities still available. Please download the Sponsorship Opportunities brochure below or contact us for more information.

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