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:
Don’t miss this unique opportunity to participate in inspired learning alongside many of the world’s leading thought leaders and innovators!
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
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
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
NEW THIS YEAR!!!
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 will feature keynote presentations, panel discussions, and 12 breakout sessions on topics including...
...and more!
Friday's program includes...
“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.
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