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.
Graphic Design Created at 2017 Rendezvous
Don’t miss this unique opportunity to participate in inspired learning alongside many of the world’s leading thought leaders and innovators!
President of Legacy Onward, Inc., Professional Certified Coach
James E. Hughes, Jr.
PPI Laureate, Attorney & Author
PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS)
Founder, Blum & Savlov, LLP – Family Business Consulting
Christine M. Wahl
Master Certified Executive and Leadership Coach
PPI Fellow, President, Pullen Consulting Group
Wealth Advisor, Wells Fargo Private Bank
PPI Dean of Family Culture, Director, Merrill Lynch Center for Family Wealth Dynamics and Governance®
Jon Young Founder, 8 Shields Institute
Managing Director, Merrill Lynch's Center for Family Wealth Dynamics & Governance®
Partner, Continuity Family Business Consulting
Managing Partner, Wealth Legacy Group
Vice President, Argent Financial Group
Founder, Sudden Money Institute
President & CEO, The Williams Group
PPI Dean of Philanthropy, Philanthropic Strategist, The DeBoskey Group
Co-Director, MMCI, Money, Meaning, & Choices Institute
CEO, Share Save Spend, LLC
Partner, Forbes Legacy Advisors
Director, Merrill Lynch's Center for Family Wealth Dynamics & Governance®
Co-Director, MMCI, Money, Meaning, & Choices Institute
PPI Fellow, FamilyWealth Consulting
Mark C. Hartnett
Managing Director, Argent Family Wealth Services
Legacy Coach & Consultant, Legacy Capitals, LLC
Dennis T. Jaffe
PPI Fellow, Professor of Organizational Systems and Psychology at Saybrook University
PPI Dean of Family Sustainability & Empowerment, Principal, Illumination360
CEO & Co-Founder, Align
Family Legacy Advisor, TSI Heritage
Assistant Vice President, Merrill Lynch's Center for Family Wealth Dynamics & Governance®
PPI Dean of Individual Development, Family Enterprise & Executive Coach, Eredita LLC
CEO, Empowered Wealth
Family Wealth Advisor, Custom Wealth Advisor Network
Managing Partner, The Philanthropic Initiative
Client Development, The Williams Group
Senior Partner, The Philanthropic Initiative
Founder, Family Integrated Wealth Solutions
PPI Dean of Family Offices, Founder, Tamarind Partners, Inc.
Wealth Planning Associate, Northern Trust
Director, Family Education & Governance, Norhern Trust
Instructor, Syracuse University
Vice President, Chief Philanthropic Officer, Mind Springs, Inc.
Principal, Family Wealth Preservation Consulting
Wealth Whisperer, Inheriting Wisdom
Principal Consultant, Sankofa Legacy Advisors
President, Working Systems
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.
Managing Director - Private Capital and Impact Investing Ascent Private Capital Management of U.S. Bank
Chief Executive Officer at Heather R. Hayes & Associates, INC
Paul L. Hokemeyer
Senior Clinical Fellow, Caron Treatment Centers
Chairman, Center for Family Conversations
Founder and Owner, Pratt Legacy Advisors, Inc.
Legacy Attorney, The Legacy Alliance
Director, Wealth Planning, Ascent Private Capital Management of U.S. Bank
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...
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.