Virtual Purposeful Planning Symposium

The Purposeful Planning Symposium hosts a virtual planning symposium from February 12 through February 14, 2025. The symposium features renowned faculty for educational and professional development opportunities that showcase the benefits of fusing the technical aspects of Estate Planning and Wealth Management with relational and legacy planning.

On February 12, Morris Nichols partner Todd Flubacher co-presents the morning panel, “Give Beneficiaries a Fish, You Feed Them for a Day. Teach Beneficiaries to Fish, You Feed Them for a Lifetime.” The panel discusses purposeful trust planning with focus on beneficiary well-being.

CLE opportunities are available. For more information, visit The Purposeful Planning Institute’s website.