Purposeful Planning Institute Annual Rendezvous
& Fusion Collaboration

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Fusion Collaboration

Tuesday, July 18th – Wednesday, July 19th, 2017

Fusion Collaboration is a symposium for attorneys, CFPs, CLUs, CPAs, family business consultants, trustees and wealth managers who want to stay current with technical topics and gain awareness of best practices for individual and family flourishing. Fusion Collaboration showcases the benefits of fusing the technical aspects of Estate Planning and Wealth Management with the positivity of relational and legacy planning. Last year 150 professionals attended Fusion Collaboration (doubling in size from 2015). This event offers a variety of technical topics and features a highly rated “Collaboration Day”. Most sessions qualify for Continuing Education Credit.

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Wednesday, July 19th – Friday, July 21st, 2017

The Rendezvous is a premier event that offers one-of-a-kind learning and networking opportunities for PPI Members & guests. This event will bring together professionals representing more than 20 disciplines for two days of collaborative dialogue, keynotes, and facilitated discussions centered on best practices for legacy families and families in business. Don’t miss this unique opportunity to participate in open space inspired learning and peer facilitated discussions alongside the nation’s leading thought leaders and innovators.


These rates are effective through March 20th.



Fusion Collaboration Annual Rendezvous Combo Pack for Both Events
PPI Member Rate
Non-Member Rate
Single Day Member – Day 1
Single Day Member – Day 2
Single Day Non-Member – Day 1
Single Day Non-Member – Day 2