Stay Tuned as we announce more information for 2025's Creating a Legacy Conference, June 12 - 14!
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.)
Friday, June 13
Saturday, June 14
Community Service Event