PPI invites you to the Fusion Collaboration, a symposium for professional advisors and consultants who want to maintain a leading edge in technical topics and gain awareness of best practices for individual and family flourishing.
Fusion Collaboration will showcase the benefits of integrating the best of legacy, relational, and philanthropic practices into technical planning.
Timothy J. Belber, JD, AEP
PPI Dean of Fusion
L. Paul Hood, Jr.
Director of Planned Giving, The University of Toledo Foundation, PPI Dean of the Cutting Edge
PPI Dean of Innovation & Learning, Founder and Chief Executive of International Teaching Seminars (ITS)
C. Jean Stewart
Retired Judge, Denver Probate Court
John “John A” Warnick, Esq.
Founder of the Purposeful Planning Institute and Fellow of the American College of Trust & Estate Counsel and author of the Purposeful Trust & Gift Handbook
David R. York, Esq.
Fellow of the American College of Trust & Estate Counsel and Author of Entrusted
BREAKOUT SESSION PRESENTERS…
Founder, Sudden Money Institute
Owner and President at Resonate, Inc.
Visiting Scholar, Cox Family Enterprise Center, Founder, Institute of Family Enterprise Advisors
Partner, Director of Wealth Planning at Cedar Rowe Partners
Randy A. Fox
Founder, EzCharitable, LLC "The Generosity Company", Editor in Chief, Planned Giving Design Center
Impact Specialist / Financial Advisor at Colorado Capital Management
Larry C. Johnson
Founder, The Eight Principles™
CEO, DNA Behavior International
CEO, Personalized Philanthropy
Founding Principal, Stage 2 Planning Partners, PPI Dean of Sustainable Business Enterprises
The Legacy Companies
Heritage Design Professional™ at The Heritage Institute
WHO SHOULD ATTEND
Attorneys, CFPs, CLUs, CPAs, family business and legacy consultants, philanthropic professionals, trustees, wealth advisors and consultants who want to stay current with technical topics and gain awareness of best practices for individual and family flourishing.
You will encounter new concepts, tools and strategies which you’ll be able to monetize and implement immediately.
Explore cutting edge technical topics in sessions taught by prominent, nationally recognized faculty.
Gain awareness of the “hidden” influences which too often undermine the best technical planning as well as the keys to enhancing the effectiveness of technique and structure through the best practices of Purposeful Planning.
Discover the power of fusing technical and purposeful planning as well as proven strategies for creating positive and sustainable legacies.
Enjoy a unique conference experience in which we showcase professional collaboration in action, teach the whys and hows of effective collaboration and create opportunities for networking and practice development.
Almost all sessions will qualify for continuing professional education for attorneys, CFPs and other professionals.
Tuesday, July 18th - Fusion Day
Tuesday will feature four plenary sessions and six breakout sessions on topics such as...
How to Keep a Client for Longer than Life
How to Create a Values Aligned Investment Portfolio
The PIF v CRT: The Ultimate Throwdown
Creating Alignment & Expectations: Good for Business, Building Relationships & Fulfilling Fiduciary Duty
Wednesday, July 19th - Collaboration Day
Wednesday's program includes two plenary sessions and four breakout sessions on topics including...
Fostering Collaborative Leadership
Adaptive Change Management Applied to Guiding Clients Through Uncertainty and Disruption
Relationship Intelligence and Effective Collaboration
The program will also include a short film and a unique, highly-rated, Collaborative Learning Experience. This not-to-be-missed experience will demonstrate the value of collaborating with other professionals at a high-level and share valuable tools and “how-tos”.
“As a Legacy Estate Planning Attorney, I felt the Fusion Collaboration was an excellent foray into combining the technical tax updates with the social and emotional intelligence we all use to counsel clients in the emotional issues we face every day. Fusion presented a unique way of marrying the two disciplines in a way that gives me more tools to help clients and be a true counsellor. I would recommend this program to anyone in this field.”
— Michael G. Stuart, Member/Manager & Founder at The Stuart Legacy Alliance, LLC
“Fusion Collaboration was an experience I will never forget! When the student is ready, the teacher will appear!!"
— S. Mark Alton, Vice President & Senior Investment Management Consultant, The Armory Group at Morgan Stanley Wealth Management
“The best way to serve my family business clients is in collaboration with experts in a variety of disciplines including law, accounting, financial advisory, insurance, banking, and of course, someone who can help the family address the emotional side of these topics. That’s why I’m excited to participate in the Fusion Collaboration.”
— Cathy Carroll, MBA, ACC, Legacy Onward
“Let Fusion Collaboration show you how to connect the technical aspects for planning with the heart of families we serve in order to have a client for life.”