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.
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.
Timothy J. Belber, JD, AEP
PPI Dean of Fusion, Principal, The Alchemia Group LLC
Martin M. Shenkman, CPA, MBA, PFS, AEP, JD
Martin M. Shenkman, PC
PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS)
James E. Hughes, Jr., Esq.
Attorney & Author
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
Mary G. Anderson
Organizational Consultant/Legacy Coach
Shawn T. Barberis, JD
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
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.
Partner, Schenider Smeltz Spieth Bell
Liza Hanks, JD
Partner, GCA Law Partners LLP
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
Special Needs Consultant
Tuesday will feature three plenary sessions and seven breakout sessions on topics such as...
Wednesday morning's program includes a keynote on the impact technology and artificial intelligence will have on the Future of Planning, and breakout sessions on collaboration and practice management topics including...
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 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!
“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
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.
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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