Redirecting to cart, please wait...
You have items(s) in your cart.
-Registration is now closed, Walk In Registrants Welcome (Check or credit only) -
This generation of wealth builders coming of age has markedly different views on their definition of wealth and what it's for. With this in mind, learn about the trends of applicable domestic and international cross border estate planning techniques; charitable planning; and social entrepreneurship, as well as how this new generation is impacting how you provide tax, financial and estate planning services.
11:15 a.m.–noon/Registration & networking lunch
12:05–12:25 p.m./ Lunch Sponsor Presentation: Goals Driven Investing Investment Philosophy for Emerging Wealth
Speaker: Josephine Ha, CPA, CFA, CPWA Northern Trust
12:25–12:30 p.m./Program & speaker introductions
12:30–1 p.m./Domestic Estate Planning Tools & Techniques for Emerging Wealth
Speaker: Genevieve Larson, J.D., LL.M, Withers Bergman, LLP
1–1:30 p.m./International Estate Planning Techniques for Emerging Wealth
Speaker: Diana M. Hastings, J.D., MBA, Withers Bergman, LLP
1:30–2 p.m./Tax and Non-Tax Charitable Planning Perspectives
Speaker: Michael Burnstein, J.D., MBA, LL.M, Zaffre Law
2–2:05 p.m./Platinum Sponsor 1 Presentation
2:05–2:35 p.m./Networking break
2:35–2:40 p.m./Platinum Sponsor 2 Presentation
2:40–3:10 p.m./Social Impact Investing and Social Entrepreneurship
Speaker: Leigh Wasson, MBA, BNY Mellon Wealth Management
3:10–4:50 p.m./Case Study Panel Discussion
Moderator: Elizabeth S. Sevilla, CLU, CHFC, EA, Seiler LLP
4:50–5 p.m./Raffles & closing remarks