Arrival and Breakfast

Welcome and Intros

Session 1: Embracing the Mission & Ministry of Family Meetings - Strategies to help clients build thriving family legacies

Break

Session 2: Women, Widows & the Great Wealth Transfer - Technical and relational aspects of women and families affected by the great wealth transfer

Break

Session 3: Real Case Studies - Interactive Application of Charitable Planning Opportunities

Closing Comments

Lunch