2022-07-18 Purposeful Planning Institute – Annual Rendezvous Purposeful Planning Institute – Annual Rendezvous July 18, 2022 - July 21, 2022 Purposeful Planning Institute – Annual Rendezvous Jim helped lead two packed sessions on practical applications of Wealth 3.0 with Dennis Jaffe and Kristin Keffeler for PPI's community of family wealth advisors.