Three Day Event Tuesday, July 23rd - Thursday, July 25th, 2019
Only 275 Spots Available Register Early to Reserve Yours! Registration Opens in January
In response to overwhelming feedback from past attendees, presenters, and our loyal members, we've made some pretty significant changes for 2019. In PPI's best spirit of innovation, we are combining Fusion Collaboration and Rendezvous. In the recent past, these two unique yet complementary events have been held back-to-back and many of you opted to attend both. New in 2019, a Fusion Collaboration (CLE/CPE) track will be offered at Rendezvous and the entire event will be shortened from 4 days to 3 days. Don't worry, we won't be sacrificing the unique atmosphere or one-of-a-kind learning and networking opportunities you've come to love. We are excited to have you on this Purposeful Journey with us...and we'll be unveiling the details of the 2019 Program soon. In the meantime, please make sure you are notified when we open early registration by requesting an invitation.
“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. 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
“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
"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
"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
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.