The No Rubber Stamps Dad’s Club: Meaningful Conversations with Your Daughter’s Fiancé

Dr. Keith Whitaker, President of Wise Counsel Research

Jason Dodd has been invited to share his process of a deep “marathon” conversation covering a wide range of topics typically avoided when dads give a rubber stamp to a marital request. Jason will share his direct, thoughtful, transparent, and sensitive approach to having this conversation and how he and a group of dads came together to support one another about having more purposeful conversations with those seeking to marry their daughters.

Your Client’s Final Celebration – Things You Can Do Now To Be Prepared

Dr. Keith Whitaker, President of Wise Counsel Research

If your principal died last night without a funeral plan, what would you be doing today? Jeff Lambert, former family office executive, will walk through a case study of the planning he co-lead for his former G1 principals that spanned nearly nine years. This planning and effective execution led to very grateful family members at a time of deep personal loss.