Joined January 2015
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201 Photos and videos
17 Jan 2024
Register for the 3rd Annual (Virtual) Purposeful Planning Symposium before rates increase! The ticket price goes up after Monday, January 22nd!
purposefulplanninginstitute.…
#PurposefulPlanning #PPISymposium
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28 Nov 2023
{Purposeful Planning Podcast} In this episode, we delve into a crucial aspect of philanthropy: choosing the right team of advisors.
purposefulplanninginstitute.…
#purposefulplanning #podcast #philanthropy #legacyplanning #wealthmanagement #charitablegiving #collaboration
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27 Nov 2023
The Purposeful Planning Symposium is excited to announce Kristin Keffeler, MSM, MAPP, PPI Dean of Positive Psychology, as a keynote speaker.
purposefulplanninginstitute.…
#PurposefulPlanning #PPISymposium #RisingGen #LegacyPlanning #EstatePlanning #WealthManagement #PlanningforLife
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22 Nov 2023
Join us at the 2024 Purposeful Planning Symposium for "Human Aspects of Estate Planning" with Martin M. Shenkman, CPA, MBA, PFS, AEP, JD.
purposefulplanninginstitute.…
#PurposefulPlanning #PPISymposium #LegacyPlanning #EstatePlanning #WealthManagement #PlanningforLife
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14 Nov 2023
Registration now open! Join us for the 2024 Purposeful Planning Symposium on February 7th-9th. Elevate your estate, transition, and charitable planning conversations with practical guidance, tips, and substantive materials. 🚀
purposefulplanninginstitute.…
#PurposefulPlanningSymposium
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8 Nov 2023
{Webinar} Join us on November 14 at Noon ET and gain valuable insights into the process of personal transformation.
bit.ly/3QtTVuV
#purposefulplanning #thoughtleader #industryinnovator #webinar #personaltransformation #personaldevelopment #familybusiness #psychology
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27 Oct 2023
Today is the last day to save 20% on the Purposeful Trusts & Legacies Mastery eLearning Program!
Help your clients bring about powerful change by introducing them to the value of purpose-driven planning.
purposefulplanninginstitute.…
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18 Oct 2023
For a limited time only, we’re offering a 20% discount on the Purposeful Trusts & Legacies Mastery Program. Enroll now to access 10 self-paced modules, a comprehensive class workbook, and earn up to 11.5 CPE/CLE credits. Learn more at purposefulplanninginstitute.…
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13 Oct 2023
Enrollment for the Purposeful Trusts & Legacies Mastery Program is now open! Our eLearning Program includes 10 self-paced modules, a detailed class workbook, and participants can earn up to 11.5 CPE/CLE credits.
purposefulplanninginstitute.…
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27 Sep 2023
{Purposeful Planning Podcast} Check out our latest podcast episode, Lessons From the Ranch – Entrepreneurship and Reclaiming Our Family Stories with Lewis Weil, Founder of Money Positive.
purposefulplanninginstitute.…
#purposefulplanning #purposefulconversations
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30 Aug 2023
{PPI Podcast} PPI Fellow Courtney Pullen delves into an innovative organizational change model that challenges our conventional understanding of how change unfolds within families.
purposefulplanninginstitute.…
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22 Aug 2023
In this episode, we're thrilled to have special guests Lori LoCicero and Lisa Pahl, the brilliant minds behind The Death Deck, a unique card game that navigates the intricacies of end-of-life conversations.
purposefulplanninginstitute.…
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2 Aug 2023
{PPI Podcast} In this episode, we sit down with industry experts to discuss one of the most critical yet overlooked elements in wealth planning. Join us as we explore how understanding this missing piece is crucial.
purposefulplanninginstitute.…
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10 Jul 2023
{Webinar}
On Tuesday, July 11th Dean R. Fowler, Ph.D. and Josh Gentine will join us for a conversation on how to design continuity that weaves together issues of love, power, and money.
For more information or to request guest access visit purposefulplanninginstitute.…
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21 Jun 2023
{Purposeful Planning Podcast} In this episode, Sue Schwartzman shares some great practices that allow young people to pair the power of questioning with the power of giving.
purposefulplanninginstitute.…
#risinggeneration #legacyplanning #familydynamics #philanthropy #plannedgiving
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14 Jun 2023
The 2023 Rendezvous may be sold out, but we are still accepting registrations for our pre-Rendezvous workshop The Mindset and Spirit of Service: Leveling up Using the Power of Purpose, Delight, and Surprise facilitated by Stephanie West Allen, JD.
purposefulplanninginstitute.…
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6 Jun 2023
{Webinar} PPI Dean of Philanthropy Stephanie Ellis Smith will review the latest trends in Philanthropy and how advisors can better support their generous clients through a shifting landscape.
Not a member? Learn more and request guest access here:
purposefulplanninginstitute.…
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30 May 2023
Register for Rendezvous and join us for Idea Lab: Mapping the Future of Philanthropic Advising.
In this “mini idea lab” you’ll collaborate with peers to build on prototype solutions created by a diverse group of philanthropic advisors.
purposefulplanninginstitute.…
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22 May 2023
Join us at Rendezvous for a breakout session showcasing the power of collaboration! Lindsay Pope and Evana Lithgow will demonstrate how purposeful trust governance and psychology intersect to create remarkable results.
Learn more at purposefulplanninginstitute.…
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18 May 2023
{Rendezvous} Find Joy in Connection in personal relationships, networking, and business leadership - revitalize all of these areas of your life as we delve into the process of re-energizing your personal and professional connections. purposefulplanninginstitute.…
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