PROGRAMS
Recent Program: 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