Session Resources

Select a speaker to view or download
their session handouts, if available:


 
 

Caleb Breakey
David Cahoone
Lori Coonen
Mary Duke
Mindy Kalinowski Earley
Charles Eckhart
Rachel Gil
Doug Gray
Kristen Heaney
Christopher Holtby

James E. "Jay" Hughes, Jr.
Marlis Jansen
Kim Kamin
Josh Kanter
Jennifer McCloskey
Howard Neiswender
Kirby Rosplock
Carey Spencer
Marc Stefanski
John A. Warnick
Rod Zeeb

caleb breakey

Awaken Your Story: The Hero’s Journey Mapping Method

Handout
Presentation

christopher holtby

Trustees: Moving from Gatekeepers to Growth Partners

3 Trustee Choices
Generational Planning Conversation

david cahoone

What’s New in 2025 That Impacts Tax and Charitable Planning for Our Client Families

Presentation

marlis jansen

Wealth, Well-Being and Money

Presentation

carey spencer

Discover Your Family’s Purpose

Presentation

Mindy Kalinowski Earley

Successful Strategies: Rising Gen Research, Assessments and Application

Presentation

Jennifer Mccloskey

Distributions that Enhance Beneficiary Lives

Presentation