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.

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.

Exploring Your Growth Edge

Courtney Pullen, MA, President of the Pullen Consulting Group, PPI Fellow

Join PPI Fellow Courtney Pullen for a conversation to identify your hidden barriers, explore what persona blocks your potential, find ways to describe your authentic self, and identify what work brings you the most joy.

We Need to Talk: A Client’s Perspective on The Emotional Side of Wealth

Jennifer Risher, Author of "We Need to Talk: A Memoir About Wealth," Speaker, Philanthropist, Investor, Co-founder of #HalfMyDAF

Get an intimate, personal look at the human side of wealth and examine your own relationship with money. In conversation with Jamie Traeger-Muney, Jennifer Risher will share her story and discuss the importance of having money conversations as a way to connect, learn, and build stronger, more trusting relationships with clients.

The Quest for Legitimacy

Dr. Jamie Weiner, Co-founder of Inheriting Wisdom & Russ Haworth, Family Business Consultant, The Family Business Partnership

Join us for an interactive session facilitated by Dr. Jamie Weiner and Russ Haworth where we will explore “The Quest for Legitimacy”.

Finding Common Ground Part 1 of 2

Bruce Bond and Erik Olsen, Co-Founders of Common Ground Committee

Hear from Bruce Bond and Erik Olsen, Co-Founders of Common Ground Committee, a citizen-led nonprofit that brings prominent leaders with opposing views together in public forums and podcasts to find common ground.

Mastery Program: Applying Purposeful Planning to Family Entities and Succession Planning

John A. Warnick, Esq., Founder, Purposeful Planning Institute

In this session, we explore how you can use the Keys of Purposeful Trusts & Gifts in family business planning.  We review several Purposeful Visioning Exercise which were developed to facilitate the process of applying purposeful planning to family entities and succession planning. 

Finding Common Ground Part 2 of 2

Bruce Bond and Erik Olsen, Co-Founders of Common Ground Committee

In this session, we'll continue the conversation with Bruce Bond and Erik Olsen, Co-Founders of Common Ground Committee, a citizen-led nonprofit that brings prominent leaders with opposing views together in public forums and podcasts to find common ground.

Giving and Sharing Planning

Peggy F. Frye CFP®, MS, Registered Life Planner®, Certified Financial Transitionist®, Kolbe Certified™ Consultant

When life events occur, many aspects of your clients’ well-being may begin to shift. Just one major change can have a ripple effect into several key areas life.  As you begin to manage change and the resulting transitions, many clients feel the need to make a gifts or share resources. We have found from experience that you’ll be best served if you and your clients take time to craft a very personal plan to ensure gifting decisions have the desired impact and reach the right people or causes.

What We Have Learned About Family Education Over Almost Two Decades Working with One Family

Kathy K. Wiseman, Owner, Working Systems, Inc. and Co-Founder, Navigating Systems DC and Peggy F. Frye CFP®, MS, Registered Life Planner®, Certified Financial Transitionist®, Kolbe Certified™ Consultant

We have been blessed with a continuous engagement with a family where we’ve learned as much from working with them as any one theoretical construct could have taught us. In addition, over the years, both of us were able to observe the learning process and apply it to theoretical frameworks. We will outline and describe both the content and the emotional process of learning in one, three generational family system where continuous learning supports their goals for the future.