2021 Purposeful Trusts & Legacies Mastery Program



2021 Series Starts January 21, 2021


The Purposeful Trusts & Legacies Mastery Program includes twelve monthly Mastery Program webinars and TrustWork assignments to help you master the 7 Keys of Purposeful Trusts & Legacies and put your purposeful practice in motion. 


Mastery Program webinars are held on the third Thursday of each month at Noon ET and are 60 minutes. The 2021 series begins on Thursday, January 21st. 


PPI Members are welcome to participate in the Mastery Program AT NO ADDITIONAL COST. But because of the interactive nature of these sessions we do require that you pre-register (via the form below) and we ask that you plan to attend as many of the live sessions as possible.  


This program has been accredited for 11 hours of Continuing Education through the Certified Financial Planner Board of Standards, Inc. and the State of Colorado Supreme Court Office of Continuing Legal and Judicial Education.


Mastery Program Registration for Current PPI Members

Not a member? To learn more about the Mastery Program or to join now CLICK HERE.