by Randy Fox, CFP®, AEP®
Purposeful Planning Institute just held the ninth annual Rendezvous conference in Denver. The conference is a one of a kind opportunity for multi-disciplinary interaction and education. Certainly, there are conferences for disparate professionals, but none that I’m aware of put not only financial and legal professionals in the same room but also includes wealth psychologists, family business consultants and others solely focused on the issues of family wealth coupled with family values and legacies.
It is so unique and so revitalizing to know that there are others around the globe who are committed to the “whole” family and more than just the financial wealth that we almost solely focus on. What a privilege to be in attendance at the Rendezvous Nine Conference.
Two Hawks Consulting attends many conferences throughout the year to stay on top of the financial planning industry. Contact us today for assistance with your advanced financial planning needs.