PAST PROGRAM
Feb. 28, 2023: Annual Meeting and Lunch & Learn
While generational wealth is nothing new, the description of who has it, who is creating it, and what it can do to transform lives is expanding.
Understanding current trends is always helpful to the planned giving conversation and this session is designed to enrich our knowledge about what is happening in Greater Milwaukee and how that fits into the national landscape.
James Bell and Erica Wright of the Bell & Wright Financial Group of Northwestern Mutual shared their industry expertise, client scenarios, and stories with a focus on how people of color are building wealth, making plans, and transferring family assets to others.
Tuesday, February 28 | 11:30AM - 1:00PM CST
Woman's Club of Wisconsin
2022 Conference
With the transition of these past couple years affecting so many aspects of our industry and lives, we were thrilled to bring together all members of our planned giving community for a day of learning, sharing, and... connection.
We heard from from leading industry experts, gained knowledge, and grew our networks!
Geared towards anyone in the space of planned giving - whether you're a seasoned full-time planned giving officer, an emerging development professional, or in wealth management, estate planning, and consulting - we hope you found our conference informative and inspiring.
Please find pictures from the event below!
THANK YOU 2022 Annual CONFERENCE Partners
