Open the Front Door: A Self-Awareness & Communication Tool

Melissa Mitchell-Blitch, MS, MA, Family Business and Family Wealth Consultant, Founder, Eredita Consulting, PPI Dean of Individual Development

Guest Speaker: Melissa Mitchell-Blitch, MS, MA, Family Business and Family Wealth Consultant, Founder, Eredita Consulting, PPI Dean of Individual Development Host: John A Warnick, Esq., [...]

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.

Wealth 3.0 – A Practitioner’s Observations on Emerging Trends and New Opportunities

Jonathan M. Forster, Partner, Baker & Hostetler LLP

Join us for a conversation around trends, new opportunities and an exploration of how practitioners in large firms can offer much more than just technical excellence. Jon's observations will be of great value to both legal and financial advisors, as well as the consultants and family office professionals who are seeking to serve more purposefully.

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.