Session Resources

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


 
 

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

Presentation
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
Handout

Jennifer Mccloskey

Distributions that Enhance Beneficiary Lives

Presentation

Howard NEiswender

Legal structures for legacy planning

Presentation

Kim Kamin

whispers from the grave -
the gentle influence of letters of wishes

Presentation
Outline

Rachel Gil & Lori Coonen

From woodstock to tiktok -
understanding & bridging generational divides

Presentation

charles eckhart, mary duke & kristen heaney

The Journey of Multidisciplinary Advising

Presentation

doug gray

the 360 assessment: are the rising gens ready to take over the biz?

Presentation
Handout