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2022 Purposeful Planning Symposium

2022 Purposeful Planning Symposium
Fusing Technical Aspects of Estate Planning and Wealth Management with Relational and Legacy Planning

The Purposeful Planning Symposium was designed for estate planning attorneys, financial planners and advisors, and other professionals and consultants who want to help clients create more meaningful, more positive, and more sustainable plans.

The 2022 Symposium brought together nationally renowned faculty for unique and engaging educational and professional development opportunities that showcased 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.

The following sessions are now available for on-demand viewing at no cost to those who registered for the 2022 event.  If you did not register for the live event you may purchase access
here.  These courses offer a combined total of 8.5 hours of continuing professional education credits through the CFP® Board and 8 general CLE credits through the Colorado Supreme Court Office of Continuing Legal and Judicial Education.

Each session from the 2022 Purposeful Planning Symposium is listed below.