Purposeful Planning Institute Announces Inaugural Fusion Collaboration Event for March 19-20th in Orlando, Florida

Purposeful Planning Institute (PPI) announced today that it will be launching a new symposium for professional advisors and consultants showcasing the benefits of fusing the technical aspects of Estate Planning and Wealth Management with the positivity of relational and legacy planning. The first ever Fusion Collaboration will be held in Orlando, Florida on March 19th and 20th of 2015.

Denver, CO, December 09, 2014 --(PR.com)-- The Fusion Collaboration will host attorneys, CFPs, CLUs, CPAs, family business consultants, trustees and wealth managers who want to stay current with technical topics while also gaining awareness of how leading practitioners promote healthy independence and personal development for their clients’ family members. Fusion Collaboration will feature a cutting edge curriculum presented by nationally recognized experts and thought leaders. This event is inspired by the highly successful PPI Annual Rendezvous, which is headed into its 5th year in 2015.

The Fusion Collaboration has been designed to maximize learning in a setting which intentionally provides opportunities for collaboration and networking. Attendees will have opportunities to encounter new concepts, tools and strategies which they will be able to implement immediately with clientele. PPI will offer up to 20 breakout sessions plus two keynote presentations addressing the future of the estate planning, wealth management and trust worlds. Almost all of the sessions and breakouts will qualify for continuing professional education for attorneys, CFPs, and other planning professionals.
Purposeful Planning Institute
Tiffany Gunnerson
(303) 256-6300