Broker Check


Hello and welcome to Purpose Planning! As a part of our continuing dedication to educating and engaging with our clients, we host several client events throughout the year. If any of the events below look interesting to you, please give us a call. We look forward to hearing from you!

Upcoming Events

More events are on the way! Check back soon for more information.

Past Events

June 11, 2022

6:30p - 9:00p

The Broadmoor

The Angel Gala 2022

The Angel Gala Presented by Purpose Planning is commemorating its 7th consecutive year of celebrating the children of America’s fallen military, peace officers and firefighting professionals!

May 19, 2022

12:00p - 1:00p


IN THE ROOM with Ben Stein!

More than Ferris Bueller’s economics teacher, Ben Stein is a respected finance writer with a deep understanding of personal finance and how investors can set themselves up for success in a variety of economic conditions. Ben will share his insights on today’s economic uncertainty, strategies for weathering rising inflation, and thinking for the long term.

October 14, 2021

3:00p - 7:00p

Bridge Space

Missouri Food Truck and AssetMark Event!

Come and eat with us, say hello to Jennifer and Sadie and hear a few words from our friends at AssetMark! Get dinner from Duke's Place or Hero's New York Griddle, along with several other food truck options for sides and dessert!  Let the kids get a caricature drawing- and the adults too! To register- please click the "Register" button and add the number of people in your party in the message section. **This event is sponsored in part by AssetMark.**

September 9, 2021

12:00p - 1:00p


IN THE ROOM with Heroes of 9/11

We are living in a pivotal moment of American history, and there’s one word that best sums up our hope and optimism: resiliency. It’s in this spirit that I’d like to invite you and your family to join me IN THE ROOM with Heroes of 9/11 for a 20th anniversary celebration honoring some of the most resilient people of our lifetime.

June 19, 2021

5:30p - 9:00p

The Broadmoor

The Angel Gala

The Angel Gala is commemorating its 6th consecutive year of celebrating the children of America’s fallen military, peace officers and firefighting professionals!

June 17, 2021

5:00p - 6:00p


In the Room with Leslie Odom, Jr. Star of Broadway's Hamilton!!

Get your digital front-row seat as Leslie shares his journey to success in word and music. His journey was never inevitable, including many setbacks he writes about in his bestselling book Failing Up: How to Take Risks, Aim Higher, and Never Stop Learning.

April 29, 2021

5:00p - 6:00p


FREE Women's Meditation and Relaxing Yoga Class- VIRTUAL

FREE online meditation and relaxing yoga class

March 18, 2021

12:00p - 1:00p


October 22, 2020

3:00p - 4:00p


October 20, 2020

9:00a - 10:00a


July 17, 2020

3:00p - 4:00p

Online! Playbacks of July Webinars!

July Webinar Play Backs

This is not a new event. Click below to hear the play backs of the two July 2020 Webinars. 

May 22 - May 25, 2020

8:00a - 11:00a


Angels of America's Fallen Virtual 5K!

Complete a 5k (3.1 mile) walk or run at anytime, Memorial Day Weekend, between Friday May 22nd and Monday May 25th at 11:00 a.m.

Event Registration