purposefulplanninginstitute.com
Moving “Fiscal Unequals”’ into Wealth 3.0
Guest Speakers: Jamie Traeger-Muney, Ph.D., Founding Principal of Wealth Legacy Group and Kristin Keffeler, MSM, Principal, Illumination360, Dean of Family Sustainability & Empowerment Host: James Grubman, PhD, Principal, Family Wealth Consulting, PPI Fellow Description: In the closing address of the 2019 Rendezvous, Jim Grubman extended a call to action to move our field from what he