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Purposeful Planning Institute

"The Purposeful Planning Institute is a unique educational, training and mentoring institute for professionals who are committed to designing purposeful and lasting legacies that integrate the client’s voice, vision, and values, with the technical intricacies of estate and wealth transition planning. Within the Institute we offer various programs to meet the needs of a diverse base of clientele."

Founded by John A. Warnick, PPI offers planning services and education for financial professionals that emphasizes discovering and planning around the client's core values.