2025 Agenda
Thursday, June 12
1:15pm | Collaborative Financial Planning: Moderated by Terence Quinn, Esq. Explore innovative approaches to financial planning through collaboration and strategic partnerships.
2:30pm | AI and Professional Consultation Services: Moderated by Kerwin Brown. Discuss the transformative role of AI in professional services and its impact on consultation.
3:45pm | Health Disparities Impact on Wealth Building: Moderated by Lori Gay. Examine how health inequities affect wealth accumulation and strategies to address them.
5:00pm | Reception Performance by Free BenJamin
6:00pm | Fireside Chat - Bridging the Racial Wealth Gap: A Possibility? Moderated by Aimee Griffin, Esq. Engage in an insightful dialogue on solutions for closing the racial wealth gap.
Friday, June 13
8:30am | Continental Breakfast
9:00am | Impact of Estate Planning on Wealth Gap:
Moderated by
Aimee Griffin, Esq.
Estate planning is vital for financial security. Learn how wills, trusts, and tax strategies help protect assets and close the racial wealth gap.
10:00am | Community Development Financial Institutions (CDFI): Moderated by Lori Gay. Delve into the role of Community Development Financial Institutions in advancing economic empowerment.
11:00am | Heir Shares: Moderated by Hermond Palmer. Discuss tools and practices for effective estate and wealth distribution among heirs.
12:00pm | Luncheon Speaker & Awards:
Keynote by
Maria Griffin. Awardees Dr. Andre M. Perry and NFCC.
1:30pm | Strategic Charitable Giving to Empower the Community: Moderated by Emerald Adeyemi. Explore impactful ways to leverage charitable giving for community upliftment.
2:45pm | Advocacy Actions for the New Administration/Reparations Diversity: Moderated by Aimee Grriffin, Esq. Focus on proactive advocacy strategies for reparations and diversity initiatives under new administrations.
Saturday, June 14
11 AM | Creating a Legacy Through Estate Planning Presentation
Petworth Neighborhood Library