Creating a Legacy Conference

REGISTER TODAY

June 12 - 14 for 2025's Creating a Legacy Conference

Stay tuned for more updates, speakers, full schedule, and more!

With an emphasis on connecting financial professionals to strategically collaborate, the Creating a Legacy Conference provides the education and networking to economically transform the Black community.

What you can expect

This immersive in-person experience is designed to bring together professionals from various industries who are passionate about creating, protecting, and transferring wealth in the Black community.

You will engage in dynamic sessions led by industry experts, participate in interactive workshops, and connect with like-minded professionals who share your commitment to financial empowerment.

Gain valuable insights, explore strategic collaboration opportunities, and expand your network to enhance your professional growth and make a meaningful impact.

Together, we will strategically collaborate to create, protect and transfer wealth in the Black community.

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2025 Agenda

Thursday June 12

1:00pm | Opening Remarks

1:15pm | Impact of Estate Planning on Wealth Gap

2:30pm | AI and Professional Consultation Services

3:45pm | Health Disparities impact on Wealth Building

5:00pm | Reception

6:00pm | Fireside Chat - Bridging the Racial Wealth Gap a Possibility?

8:30am | Continental Breakfast

9:00am | Opening/Welcome

9:15am | Collaborative Financial Planning

10:00am | Black Financial Institutions

11:00am | Heir Shares

12:00pm | Luncheon Speaker & Awards

1:30pm | Strategic Charitable Giving to Empower the Community

2:45pm | Advocacy Actions for the New Administration/Reparations Diversity etc.

Education

Friday June 13

Saturday June 14

Community Service Event

Thank you so much for joining us November 9 - 11 for our 2023 Creating a Legacy Conference in Washington, D.C. (at the Embassy Suites Hotel). It was an exciting event focused on education, networking, and financial empowerment, specifically curated for Estate Planners, Real Estate Agents, Insurance Professionals, Bankers & Lenders, Financial Advisors, and Entrepreneurs.

Last years 2023 Bridging the Racial Wealth Gap - was an absolute success!

The energy, enthusiasm, and passion of our incredible participants made it an unforgettable experience. This year's event is shaping up to be even better! We've got more impactful sessions, more dynamic speakers, and more opportunities to ignite change together.

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Meet Our 2023 Keynote Speaker

Jessica Gordon Nembhard

We are thrilled to announce that the esteemed Jessica Gordon Nembhard joined us as the keynote speaker at the Creating a Legacy Conference! With her profound knowledge and expertise in the field of community wealth building, Jessica brings a wealth of experience to inspire and empower our attendees.

As a distinguished scholar, author, and advocate, Jessica has dedicated her career to exploring cooperative economics and its potential to address economic disparities and foster sustainable, inclusive communities. Her groundbreaking research and insightful perspectives have made a significant impact on the field, making her a sought-after speaker at conferences worldwide.

Stay tuned for updates as we unveil exciting speakers who will be sharing their knowledge and experiences at the conference. Prepare to be inspired, informed, and equipped with the tools and strategies to create a lasting legacy for yourself and future generations.