The Importance of Collaborative Culturally Competent Strategic Financial Planning to Bridge the Racial Wealth Gap

Aimee D. Griffin, Esq, Principal, The Griffin Firm PLLC

Learn how ABEPP is educating and empowering financial professionals and the community to strategically collaborate and economically transform the Black community and how you can incorporate culturally competent financial planning strategies to help your clients and the community bridge the racial wealth gap.

The “Relationship Reset” Workshop: A Tool for Navigating Challenging Family Dynamics

Kristin MacDermott, LMFT, President, MacDermott Method, Inc.

Relationship expert Kristin MacDermott, LMFT will take advisors through a process they can use with their clients for resetting relationships that have gotten off track and are threatening the family capital. This includes parent/child relationships, sibling relationships, partner relationships and relationships with extended family members.

Reimagining Family Enterprises: A Balance Between Both Masculine & Feminine

Ella Chase and Michelle Langdon, Founders of Wellth Works and Veronica Yepez Reyna, CEO of Perpetum Family Office

Building upon the evolutionary work of Frederic Laloux in Reinventing Organizations, our Thought Leaders will introduce and layer the concept of the Teal Stage of Consciousness as a path to integrate the masculine and feminine energies and spark a conversation on how we reimagine family enterprises as a space that supports a journey to wholeness. You will walk away with a new perspective on the necessary qualities for leadership and the need to strive for wholeness at ownership level.