Purposeful Planning Institute's 8th Annual


Wednesday, July 25th - Friday, July 27th, 2018

Developing Self. Serving Families [W]holistically.  

Rendezvous is the premier event that 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. Rendezvous provides a home for professionals who are redefining the roles of professional advisory services by providing [w]holistic services that address the needs of clients and their families.  

Topics Include:

  • Family Dynamics & Culture  
  • Family Governance & Leadership  
  • Philanthropy, Stewardship & Legacy  
  • Professional Collaboration 
  • Personal Development & Growth  

Graphic Design Created at 2017 Rendezvous


  • Share your experiences and your best thinking as you participate in interactive learning experiences
  • Gain actionable insights from other professionals facing similar complex family planning issues  
  • Make enduring connections and deepen existing relationships during extended networking breaks  
  • Build “purposeful” skills that make your client relationships better and professional relationships more satisfying 

Don’t miss this unique opportunity to participate in inspired learning alongside many of the world’s leading thought leaders and innovators!

Main Stage...

Cathy Carroll

President of Legacy Onward, Inc., Professional Certified Coach  

James E. Hughes, Jr. 

PPI Laureate, 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

Christine M. Wahl

Master Certified Executive and Leadership Coach

Courtney Pullen 

PPI Fellow, President, Pullen Consulting Group

Amanda Weitman

Wealth Advisor, Wells Fargo Private Bank

Matthew Wesley

PPI Dean of Family Culture, Director, Merrill Lynch Center for Family Wealth Dynamics and Governance®

Jon Young Founder, 8 Shields Institute

Workshop Facilitators…

Stacy Allred

Managing Director, Merrill Lynch's Center for Family Wealth Dynamics & Governance®

Doug Baumoel

Partner, Continuity Family Business Consulting

Emily Bouchard

Managing Partner, Wealth Legacy Group

Randy Braddock

Vice President, Argent Financial Group

Susan Bradley

Founder, Sudden Money Institute

Amy Castoro

President & CEO, The Williams Group

Bruce DeBoskey

PPI Dean of Philanthropy, Philanthropic Strategist, The DeBoskey Group

Joan DiFuria

Co-Director, MMCI, Money, Meaning, & Choices Institute

Nathan Dungan

CEO, Share Save Spend, LLC

Jamie Forbes

Partner, Forbes Legacy Advisors

Erik Gabrielson

Partner, Activ8

Valerie Galinskaya

Director, Merrill Lynch's Center for Family Wealth Dynamics & Governance®

Stephen Goldbart

Co-Director, MMCI, Money, Meaning, & Choices Institute

James Grubman

PPI Fellow, FamilyWealth Consulting

Mark C. Hartnett

Managing Director, Argent Family Wealth Services

Kristen Heaney

Legacy Coach & Consultant, Legacy Capitals, LLC

Dennis T. Jaffe

PPI Fellow, Professor of Organizational Systems and Psychology at Saybrook University

Kristin Keffeler

PPI Dean of Family Sustainability & Empowerment, Principal, Illumination360

Jennifer Kenning

CEO & Co-Founder, Align

Steve Legler

Family Legacy Advisor, TSI Heritage

Phoebe Massey

Assistant Vice President, Merrill Lynch's Center for Family Wealth Dynamics & Governance®

Melisa Mitchell-Blitch

PPI Dean of Individual Development, Family Enterprise & Executive Coach, Eredita LLC

Ron Nakamoto

CEO, Empowered Wealth

Michael Palumbos

Family Wealth Advisor, Custom Wealth Advisor Network

Leslie Pine

Managing Partner, The Philanthropic Initiative

Sybil Praski

Client Development, The Williams Group

Ellen Remmer

Senior Partner, The Philanthropic Initiative

Thomas Rogerson

Founder, Family Integrated Wealth Solutions

Kirby Rosplock

PPI Dean of Family Offices, Founder, Tamarind Partners, Inc.

Emily Rustemeyer

Wealth Planning Associate, Northern Trust

Claudia Sangster

Director, Family Education & Governance, Norhern Trust

Thomas Schur

Instructor, Syracuse University

Roger Sheffield

Vice President, Chief Philanthropic Officer, Mind Springs, Inc.

Joanne Stern

Principal, Family Wealth Preservation Consulting

Jamie Weiner

Wealth Whisperer, Inheriting Wisdom

Thomasina Williams

Principal Consultant, Sankofa Legacy Advisors

Kathleen Wiseman

President, Working Systems

Jamie Yuenger

Managing Principal, StoryKeep

Power Session Presenters...

New this year! Rendezvous will include several shorter “power sessions” that are designed to deliver cutting edge research and best practices on highly popular topics.  

Jonathan Firestein

Managing Director - Private Capital and Impact Investing Ascent Private Capital Management of U.S. Bank

Heather Hayes

Chief Executive Officer at Heather R. Hayes & Associates, INC

Paul L. Hokemeyer

Senior Clinical Fellow, Caron Treatment Centers

Jerry Nuerge

Chairman, Center for Family Conversations

Alan Pratt

Founder and Owner, Pratt Legacy Advisors, Inc.

Michael Stuart

Legacy Attorney, The Legacy Alliance

Jamie Wells

Director, Wealth Planning, Ascent Private Capital Management of U.S. Bank

Scott Winget

Senior Managing Director, Ascent Private Capital Management of U.S. Bank

John "John A" Warnick

Senior Managing Founder of the Purposeful Planning Institute and Fellow of the American College of Trust & Estate Counsel, Author of the Purposeful Trust & Gift Handbook

Program Highlights

Wednesday, July 25th


Rendezvous will start at 1:00pm on Wednesday, July 25th. 

Arrive by 1:00pm and participate in the Collaborative Learning Experience and hear from James E. Hughes, Jr. and Ian McDermott.

We will present a unique case study learning experience through a short video presentation. Followed by expert facilitated small group discussions.  

This is a unique and powerful learning experience you will not want to miss!  

Thursday, July 26th

Thursday will feature keynote presentations, panel discussions, and 12 breakout sessions on topics including...

  • Family Dynamics & Culture  
  • Family Governance & Leadership  
  • Philanthropy, Stewardship & Legacy  
  • Professional Collaboration  
  • Personal Development & Growth  

...and more!

Friday, July 27th 

Friday's program includes...

  • A deep dive into how to implement the ideas shared in Thursday's keynote 
  • Several shorter "power sessions" on highly popular topics
  • Interactive breakout sessions with renowned facilitators 
  • Don't miss the closing ceremony over lunch in the atrium
  • Organized group activities and events starting at 1:30pm
  • Open-space for round table discussions  

The Power of Purposeful Planning

“Why come to the Rendezvous? I have attended every Rendezvous and each has been the highlight of my professional year. This gathering has been far and away the best professional conference series I have attended. The Rendezvous is an extraordinary offering filled with remarkable people, a spirit of generosity and creativity, and remarkable content that gets to the heart of truly purposeful work.” 

– Matthew Wesley, JD, MDiv., The Wesley Group 

“Rendezvous is my one gotta-go-to gathering. I refrained from calling it a conference because while best practices and other valuable information are shared, the most enriching aspect of the Rendezvous is connecting with like-minded, like-hearted, and like-passioned others, who practice varying disciplines and all feel called to work with families of wealth in matters well beyond the numbers and financial wealth. Many people talk about collaboration, yet few of us truly engage this value-added approach to our work. The Rendezvous is a place to explore how to come together more — and to practice that while at the Rendezvous! You’ll leave inspired and energized.” 

– Melissa Mitchell-Blitch, Legacy Consultant & President at Eredita, LLC

“Today’s wealth-owner is asking a different set of questions when it comes to family and financial assets. The Purposeful Planning movement is where advisors looking for the answers to these questions will need to be.”  

– Timothy J. Belber JD, AEP, Principal, The Alchemia Group


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

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.

Platinum Sponsor

Gold Sponsors

Silver Sponsors