Welcome to the 2nd Annual Purposeful Planning Symposium! The Purposeful Planning Symposium brings together nationally renowned faculty for unique and engaging educational and professional development opportunities that will showcase the benefits of infusing best practices from the domains of relational, philanthropic, and legacy planning into the technical aspects of Estate Planning and Wealth Management.
You will access all live programming through the event platform by clicking on the “Join Session” link in the session, which is accessed through the agenda (activated 10 minutes prior to each session).
Attendees are not required to pre-register for individual sessions. However, you can create your own personal schedule using the “Add to My Schedule” feature.
All sessions will be recorded (small group discussions and highly interactive portions of breakouts will not be recorded). Recordings will be posted for attendees to access for up to 30 days via the event platform. PPI members will retain access as long as their membership is active.
Only invited or registered participants can log in.
