Creating a Legacy Conference

REGISTER TODAY

June 12 - 14 for 2025's Creating a Legacy Conference

Stay tuned for more updates, speakers, full schedule, and more!

REGISTER TODAY!

With an emphasis on connecting financial professionals to strategically collaborate, the Creating a Legacy Conference provides the education and networking to economically transform the Black community.

What you can expect

This immersive in-person experience is designed to bring together professionals from various industries who are passionate about creating, protecting, and transferring wealth in the Black community.


You will engage in dynamic sessions led by industry experts, participate in interactive workshops, and connect with like-minded professionals who share your commitment to financial empowerment.


Gain valuable insights, explore strategic collaboration opportunities, and expand your network to enhance your professional growth and make a meaningful impact.


Together, we will strategically collaborate to create, protect and transfer wealth in the Black community.

Register today!

2025 Agenda

Thursday June 12

1:00pm | Opening Remarks


1:15pm | Collaborative Financial Planning - Moderated by Terence Quinn, Esq.


2:30pm | AI and Professional Consultation Services - Moderated by Kerwin Brown


3:45pm | Health Disparities impact on Wealth Building - Moderated by Lori Gay


5:00pm | Reception - Performance by free benJamin


6:00pm | Fireside Chat - Bridging the Racial Wealth Gap a Possibility?



8:30am | Continental Breakfast


9:00am | Impact of Estate Planning on Wealth Gap - Moderated by Aimee Griffin, Esq.


10:00am | Community Development Financial Institutions (CDFI) - Moderated by Lori Gay


11:00am | Heir Shares - Moderated by Hermond Palmer


12:00pm | Luncheon Speaker & Awards


1:30pm | Strategic Charitable Giving to Empower the Community - Moderated by LaTanya White


2:45pm | Advocacy Actions for the New Administration/Reparations Diversity

Friday June 13


Saturday June 14


Community Service Event

Meet Our 2023 Keynote Speaker

Jessica Gordon Nembhard

We are thrilled to announce that the esteemed Jessica Gordon Nembhard joined us as the keynote speaker at the Creating a Legacy Conference! With her profound knowledge and expertise in the field of community wealth building, Jessica brings a wealth of experience to inspire and empower our attendees.


As a distinguished scholar, author, and advocate, Jessica has dedicated her career to exploring cooperative economics and its potential to address economic disparities and foster sustainable, inclusive communities. Her groundbreaking research and insightful perspectives have made a significant impact on the field, making her a sought-after speaker at conferences worldwide.


Stay tuned for updates as we unveil exciting speakers who will be sharing their knowledge and experiences at the conference. Prepare to be inspired, informed, and equipped with the tools and strategies to create a lasting legacy for yourself and future generations.

Thank You to Our Sponsors!

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