We’re excited to announce the first ten speakers joining this year’s 3rd Annual Mastering Multigenerational Wealth Conference, along with an early preview of the three-day agenda.
This year’s program brings together leaders from across the multigenerational wealth space, including experts in family governance, estate and legal planning, family office leadership, legacy consulting, philanthropy, and rising gen preparation. The speakers represent a range of professional perspectives focused on helping families navigate wealth transfer and long-term legacy planning.
What makes this conference unique is the blending of professional expertise with lived family experience. Many speakers work closely with families navigating complex wealth transitions and understand the dynamics of family relationships, values, communication, and purpose.
Conference Speakers:
John A. Warnick – Founder, Purposeful Planning Institute
Ella Chase Hyland – Founder, Chase Impacts
Devon Dougherty – Principal Partner, Interplay Fundraising and Communications
Josh Kanter – Founder & CEO, leafplanner
Jennifer McCloskey – Owner & Managing Partner, Zelvin Law
Sue Totten – Director, Totten Family Office
Kasia Flanagan – Owner, Everyday Legacies
Cindy Steeb – CEO & Founder, CLS Legacy Team, LLC
Lori Coonen – Principal, Genacy Group
Rod Zeeb – Founder & CEO, The Heritage Institute
Click here to preview the three-day agenda for the conference.
Stay tuned as we continue announcing additional speakers joining us this year in Frisco, Texas.