2025 Agenda

1:00pm | Opening Remarks

9:15am | Collaborative Financial Planning: Explore innovative approaches to financial planning through collaboration and strategic partnerships. Moderated by Terence Quinn

1:15pm | Impact of Estate Planning on Wealth Gap: Highlight the significance of estate planning in narrowing the wealth gap. Moderated by Aimee Griffin

2:30pm | AI and Professional Consultation Services: Discuss the transformative role of AI in professional services and its impact on consultation. Moderated by Kerwin Brown

3:45pm | Health Disparities Impact on Wealth Building: Examine how health inequities affect wealth accumulation and strategies to address them. Moderated by Lori Gay

5:00pm | Reception: Free Benjamin-Singer

6:00pm | Fireside Chat - Bridging the Racial Wealth Gap: A Possibility? Engage in an insightful dialogue on solutions for closing the racial wealth gap.

8:30am | Continental Breakfast

9:00am | Opening/Welcome

9:15am | Collaborative Financial Planning: Explore innovative approaches to financial planning through collaboration and strategic partnerships. Moderated by Terence Quinn

10:00am | CDFI Financial Institutions: Delve into the role of Community Development Financial Institutions in advancing economic empowerment. Moderated by Lori Gay.

11:00am | Heir Shares: Discuss tools and practices for effective estate and wealth distribution among heirs. Moderated by Hermond Palmer.

12:00pm | Luncheon Speaker & Awards

1:30pm | Strategic Charitable Giving to Empower the Community: Explore impactful ways to leverage charitable giving for community upliftment. Moderated by LaTanya White.

2:45pm | Advocacy Actions for the New Administration/Reparations Diversity: Focus on proactive advocacy strategies for reparations and diversity initiatives under new administrations.

Friday, June 13

Saturday, June 14  

Community Service Event