The evening of August 1st over 175 people are converging near Broomfield, Colorado for our 2013 Rendezvous. Here is the press release we used to invite financial journalists and other media representatives to come observe and report on the unique ways in which the Rendezvous is influencing the professionals who serve legacy families and families in business, and ultimately the families themselves through the best practices we will be exploring and sharing there.
Purposeful Planning Institute Convenes Third Annual Rendezvous in Broomfield, Colorado August 2-3
Friday, July 26, 2013
Beginning Friday August 2nd, over 175 lawyers, wealth managers, trust officers, planned-giving experts, psychologists and coaches from across the country will convene near Denver, Colorado to explore, share and collaborate on best practices for families of wealth and families in business.
This annual professional “Rendezvous” is organized by the Purposeful Planning Institute (“PPI”). Its founder, John A. Warnick, believes tax and investment planning absorbs virtually all of the time spent in the wealth and business succession planning processes. Warnick explains, “because we have let the tax tail wag the rest of the planning dog, we too often ignore the purpose of the planning and what its impact will be on the lives and causes we care most deeply about.”
The Rendezvous’ keynoters will be addressing the roles which philanthropy, family culture and more purposeful planning can play in the intergenerational transfer of wealth and family values. There will be 28 breakout sessions which will explore how families can successfully launch children and grandchildren in life and avoid entitlement, family fracturing, and disconnects between the planning and the family’s goals and needs.
For the first time the Rendezvous will be open to reporters from mid-morning Friday, Aug. 2nd, with the first breakout session scheduled for 10:45, until lunch on Saturday. Please contact Tiffany Gunnerson or email firstname.lastname@example.org for a complete schedule of presenters or any questions you may have.