Purposeful Planning Institute

What Purposeful Planning Institute does

Purposeful Planning Institute (PPI) is a Denver-based 501(c)(3) nonprofit learning center and professional networking platform serving advisors and consultants who work with families of wealth and family enterprises. Founded by John A. Warnick, Esq., a former tax and estate attorney, PPI curates interdisciplinary educational content and a private community of more than 450 members drawn from 20+ professional disciplines including attorneys, financial advisors, trust officers, family enterprise consultants, philanthropic advisors, and family office professionals. The organization is governed by a Board of Directors and led by Executive Director Julie Dorosz; thought leadership is delivered through a Council of Deans (15 named subject-matter experts), Fellows, and a Laureate Emeritus.

PPI's core product is an annual membership ($750 individual / $1,800–$5,550 corporate) that unlocks a members-only Resource Center, the Connecting Point member directory, live and archived webinars, and discounts on events. The product surface is layered on top of this membership: the flagship 10-module Purposeful Trusts & Legacies Mastery eLearning Program (with CLE/CPE credit), an expanding PPI eLearning library of curated Symposium recording packages, an annual virtual Symposium in February, an in-person Rendezvous conference in Boulder each July, a multi-platform podcast series, regional Collaboratories in eight U.S. metros, and peer-led Learning Circles. Revenue is generated across five streams: recurring membership subscriptions, event registration fees (one-time), eLearning course sales, corporate sponsorships at Platinum/Gold/Silver tiers, and tax-deductible donations through Founders Circle and Visionary Circle giving programs.

Name

Purposeful Planning Institute

Legal name

Purposeful Planning Institute

Website

https://purposefulplanninginstitute.com

Company type

Private

Founded year

2024

Operating status

Operating

Headcount range

1–10 employees

Short description

Purposeful Planning Institute is a 501(c)(3) nonprofit learning center and professional community that provides interdisciplinary education, training, and networking to 450+ advisors and consultants serving families of wealth and family enterprises.

Ownership category

akta.pro rank

Product category

Professional Education and Training for Wealth Advisors

NAICS

Educational Support Services (61171), Educational Support Services (611710), Educational Support Services (6117)

SIC

Services-Educational Services (8200), Investment Advice (6282)

akta.pro primary industry

Comprehensive Financial Planning (FSAEAAAA)

akta.pro secondary industry

Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

Keywords

• Professional education services
• Wealth advisor training
• Estate planning education
• Family office consulting
• Legacy planning resources

Headquarters

HQ city

Denver

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Membership Fees: Individual annual memberships at $750/year or $75/month; corporate/group memberships starting at $1,800/year for 3 seats. Membership provides access to live and archived webinars, private online community directory, Purposeful Planning Resource Center, and discounts on events.
2. Educational Programs: Revenue from the Purposeful Trusts & Legacies Mastery eLearning Program ($1,500 for members, $1,900 for non-members including free membership), and eLearning packages from Symposium recordings ($129-$259 for members).
3. Event Registration: Annual Purposeful Planning Symposium (February 2026) at $395 (members) / $595 (non-members); Annual Rendezvous event (July 2026) at $1,935 (members) / $2,535 (non-members, includes 1-year membership).
4. Donations and Philanthropy: PPI operates as a 501(c)(3) nonprofit organization accepting tax-deductible donations. Founders Circle donors contribute $500+ for lifetime recognition; Visionary Circle donors contribute $10,000+ for leadership recognition.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Core offering

Purposeful Planning Institute operates a nonprofit learning center and professional networking platform that delivers membership-based access to educational webinars, eLearning programs (including the Purposeful Trusts & Legacies Mastery Program), annual conferences (Symposium and Rendezvous), podcasts, white papers, and a private online community of advisors and consultants serving families of wealth. Core deliverables include CLE/CPE-accredited training, interdisciplinary collaboration tools, and proprietary frameworks for integrating relational and legacy planning with technical estate planning.

Product overview

Purposeful Planning Institute (PPI) is a nonprofit learning center and professional networking platform serving advisors and consultants who work with families of wealth and family enterprises. The core offering is membership-based access to educational content and a collaborative community spanning 20+ disciplines. The main products include: (1) PPI Membership providing access to webinars, resource center, member directory, and discounts; (2) Purposeful Trusts & Legacies Mastery Program, a 10-module eLearning program with CLE/CPE credits; (3) PPI eLearning offering curated on-demand course packages from the Symposium; (4) annual Purposeful Planning Symposium (virtual CE/CLE event); (5) Rendezvous (in-person annual conference in Boulder, CO); (6) Thought Leader & Industry Innovator Webinars; (7) Purposeful Planning Podcast Series; and (8) supplementary resources including Collaboratories, Learning Circles, and the Purposeful Planning Resource Center. PPI operates as a 501(c)(3) nonprofit organization.

Differentiator

Problem solved

Functional benefit

Brands

• Purposeful Trusts & Legacies Mastery Program: Flagship educational program with 10 on-demand sessions helping professionals master Keys of Purposeful Trusts & Legacies; eligible for up to 11.5 hours of CPE/CLE credits.
• PPI eLearning
• Purposeful Planning Podcast Series

Products and services

• PPI Membership Annual membership providing professional advisors and consultants serving families of wealth with access to live and archived thought leader webinars, a private online community of over 450 members from 20+ disciplines, the Purposeful Planning Resource Center, The Connecting Point directory, early event invitations, and discounts on PPI programs.
• Purposeful Trusts & Legacies Mastery Program A 10-module eLearning program comprising over 50 individual lessons and 10+ hours of CLE/CPE credits, designed to help professionals master the Keys of Purposeful Trusts and Legacies. Includes a 130+ page downloadable workbook, live office hours, and small group discussions.
• PPI eLearning A growing library of self-paced, on-demand courses including curated packages from the Purposeful Planning Symposium such as The Purposeful Trust Package, Purposeful Innovation in Estate and Tax Planning Package, Collaboration and the Human Practice Package, and The Purposeful Philanthropy Package.
• Purposeful Planning Symposium Annual virtual CE/CLE event bringing together nationally renowned faculty for educational and professional development opportunities. Accredited for 15 CFP credits and 9 live plus 20 home-study CLE credits through the Colorado Supreme Court.
• Rendezvous Premier annual in-person gathering of professionals from more than 20 disciplines for collaborative dialogue, keynotes, and breakout sessions. Held in Boulder, Colorado, featuring topics around family dynamics, governance, philanthropy, and personal development.
• Thought Leader & Industry Innovator Webinars Educational webinar series featuring nationally renowned speakers discussing innovative breakthroughs and research around working with families of wealth. Covers keys and paradigms of Purposeful Planning and Purposeful Trusts & Gifts.
• Purposeful Planning Podcast Series Inspirational and informative podcast series covering legacy planning, family business succession, rising generation learning, transitioning leadership, governance, philanthropy, and best practices for legacy families.

Named customers7 records

Segments9 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

19 partnerships are on record, tiered core and minor.

• J.P. Morgan Wealth ManagementcoreGTM or Marketing Partner · 11 February 2026Platinum Sponsor of the 2026 Purposeful Planning Symposium. Also serves as an Organizational Partner. Stacy Allred (Head of Family Engagement & Governance) serves as a PPI Fellow and keynote speaker at events.
• Merrill Center for Family WealthcoreStrategic or Co-development PartnerPPI's first-ever Organizational Partner and longest-serving sponsor. Merrill Center for Family Wealth has played a meaningful role in the growth and evolution of the PPI community. Their early belief in purposeful, client-centered advising helped lay the foundation for expanding PPI's reach and impact. Their support has helped make possible key educational initiatives and contributed to developing a new generation of professionals dedicated to this work.
• Inheriting WisdomcoreStrategic or Co-development PartnerDedicated to helping families and communities find new, meaningful ways to engage across generations. Founded by Jamie Weiner and Carolyn Friend with over 35 years of experience working with families. They specialize in understanding nuances of inter-generational family and community dynamics around legacy, wealth succession, and family business matters.
• Family Office ExchangeminorGTM or Marketing PartnerSilver Level Sponsor of the 2026 Symposium. Jacob Mattox (Relationship Manager, Family Office Exchange) serves as a breakout session facilitator at Rendezvous 2026.
• Cambridge AssociatesminorGTM or Marketing PartnerGold Sponsor of the 2026 Symposium.
• Northern TrustminorGTM or Marketing PartnerSponsor of the 2026 Symposium.
• Arabella AdvisorsminorGTM or Marketing PartnerSilver Level Sponsor of the 2026 Symposium.
• Koplin ConsultingminorGTM or Marketing PartnerSilver Level Sponsor and Exhibitor. Amanda Koplin, Founder & CEO, serves as a PPI Fellow and breakout session facilitator at Rendezvous.
• The American College of Financial ServicesminorGTM or Marketing PartnerSilver Level Sponsor of the 2026 Symposium.
• Museum ExchangeminorGTM or Marketing PartnerSilver Level Sponsor of the 2026 Symposium.
• Academic Renewal FoundationminorGTM or Marketing PartnerSilver Level Sponsor of the 2026 Symposium.
• CorenologyminorGTM or Marketing PartnerSilver Level Sponsor of the 2026 Symposium.
• Align ImpactminorStrategic or Co-development PartnerPlatinum Keynote Sponsor for Rendezvous 2026. Courtney Joyner Gage (CEO & Strategic Advisor) serves as a PPI Dean of Values-Based Investing.
• Strate ForwardminorGTM or Marketing PartnerGold Sponsor of Rendezvous 2026.
• ViaNovaminorGTM or Marketing PartnerSilver Sponsor of Rendezvous 2026.
• Ascend HealthcareminorGTM or Marketing PartnerExhibitor at Rendezvous 2026.
• Emry ConciergeminorGTM or Marketing PartnerExhibitor at Rendezvous 2026.
• Key CollectiveminorGTM or Marketing PartnerExhibitor at Rendezvous 2026.
• Legacy LegendsminorGTM or Marketing PartnerExhibitor at Rendezvous 2026.

Scale indicators2 records

Recent moves6 records

Expansion highlights6 records

Emerging players

• Tamarind Partners: Family wealth advisory firm founded by PPI Council of Deans member Kirby Rosplock, offering family office education and consulting. Comparable as a niche education-and-advisory firm partially overlapping PPI's family-wealth education market.
• Legacy Onward: Legacy planning advisory firm founded by Cathy Carroll, current Board Chair of PPI. Comparable as a niche consulting and education provider serving legacy families, with strong overlap in thought leadership positioning.
• Sudden Money Institute: Advisory training and consulting firm for advisors serving sudden-wealth and life-transition clients, founded by PPI Dean Susan Bradley. Comparable as a niche education provider for HNW advisors addressing emotional and relational dimensions of wealth.
• Family Business Consulting Group: Consulting firm specializing in family business advisory, where PPI Dean Kristi Daeda is associated. Overlaps with PPI's family-enterprise pillar and serves an advisor audience that frequently includes PPI members.

Broad incumbents

• The American College of Financial Services: Large accredited institution providing financial-services degrees and designations (CFP, CLU, ChFC). Overlaps with PPI's educational mission for HNW advisors, at significantly larger scale, and is itself a PPI sponsor.
• Financial Planning Association: Largest membership organization for CFP professionals, offering continuing education, conferences, and practice resources. Encompasses PPI's CFP-targeted programming but at a much broader, less specialized scale.

Direct peers

• Investments & Wealth Institute: Professional association and credentialing body (CPWA, CIMA) for investment advisors and wealth managers. Competes for the same wealth-advisor audience through education, designations, and events, though it is more focused on portfolio management than relational planning.
• Family Office Exchange: Membership-based community and education platform for family office executives and advisors serving wealthy families. Directly competes with PPI for the same interdisciplinary advisor audience and is also a PPI sponsor, making it the closest functional peer.
• Family Wealth Alliance: Membership organization for family wealth advisors and multi-family offices providing conferences, peer groups, and industry research. Closely matches PPI's multi-discipline, family-wealth advisor focus and event-driven model.
• National Association of Estate Planners & Councils: Professional society for estate planning practitioners offering the AEP designation, education, and local chapter events. Directly comparable in serving estate-planning attorneys and trust-adjacent advisors who overlap with PPI's core membership.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/@purposefulplanninginstitute
• Facebookfacebook.com/purposefulplanninginstitute
• LinkedInlinkedin.com/company/purposeful-planning-institute/about
• Instagraminstagram.com/purposefulplanninginstitute
• Xx.com/PP_Institute

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Purposeful Planning Institute