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Live, Interactive CE and CLE Virtual Forums

May 9-10

 

View Full Agenda and Register

 

Complimentary Educational Sessions

Earn credits as you explore: The crucial, expanding role of women in
philanthropy; the planning strategies and opportunities for women clients,
including marriage and divorce, retirement planning, investor psychology and
estate planning; and the three key factors that strongly influenced women’s
paths to leadership.

 

 

 

Single-Click Registration

Register for one forum, click on any other sessions —
and you’re automatically registered for all

 

 

 

 

 

WHO SHOULD ATTEND
• High-net-worth investment advisors
• Financial planners
• Estate-planning attorneys
• Trust officers
• CPAs/accountants
• Counselors to nonprofits and foundations

 

 

Program Manager



Susan Lipp, Editor-in-Chief,
Trusts & Estates

 

 

 

 

 

 

Women and Wealth

EVENT TOPICS

Three CE/CLE Sessions (May 9-10, 2023)

 

 

 

 

 

 

 

Tuesday, May 9th

The Rise of Women as Philanthropic Family Leaders
11:00 am ET

The rise of women as philanthropic leaders is having a significant impact on the
world and their families in powerful and meaningful ways. Our discussion will
explore the crucial, expanding role of women in philanthropy — and the ways
their influence is impacting how money is being directed.

 

REGISTER

 

 

 

Host



Susan Lipp, Editor-in-Chief,
Trusts & Estates




 

Speaker



Amy Castoro,

Senior Lead Family Consultant
The Williams Group


 

Panel Sponsor



 

 

 

 

Wednesday, May 10th

Planning Challenges and Strategies for Women Clients

11:00 am ET

The continued growth in the number of financially successful women presents
practitioners with an opportunity to address a unique set of planning
circumstances. Our expert panel will provide an overview of planning strategies
and opportunities for women clients, including marriage and divorce, retirement
planning, investor psychology and estate planning.

 

REGISTER

 

 

 

Moderator



Travis Watts, Director of

Investor Education
Ashcroft Capital

 

 

Panelist



Elizabeth Forspan,
Partner
Forspan Klear


 

Panelist



Rebecca Provder,

Founding Member
Law Office of Rebecca Provder

 

 

Panelist



Lara Sass,
Founder and Managing Attorney
Lara Sass & Associates

 

 

Panel Sponsor






 

 

 

 

 

Creating Inclusive Pathways to Increase Presence of Women in Senior Roles in
Family Offices

2:00 pm ET

Our panel of subject matter experts will discuss the three key factors that
strongly influenced women’s paths to leadership, including early (and
egalitarian) exposure to the business; communication of inclusion as a family
value; and strong female role models in the family.

 

REGISTER

 

 

 

Moderator



Susan Lipp, Editor-in-Chief,
Trusts & Estates

 

 

Panelist



Adrienne Penta,
Executive Director, Center for Women & Wealth
Brown Brothers Harriman




 

Panelist



Benjamin Persofsky,

Executive Director, Center

for Family Business
Brown Brothers Harriman

 

 

 

 

 

Panel Sponsor




 

 

 

 

 

View Event Calendar and Register

 

 

Continuing Education (CE) and Continuing Legal Education (CLE) Credits for Live
Attendees: CFP, CIMA®, CIMC®, RMA®, AEP® and NACLE credits have been applied for
and are pending approval.

 

 

Not able to attend the live events?

Archived versions of Trusts & Estates Virtual Forums are available for viewing
on-demand following the broadcast. Register today and receive an email with
login instructions once the replay is available. Note: Only live attendees
qualify for free CE and CLE credits.

 

 

 

Sponsors

 

 



   

 



 

 

 

 

Interested in upcoming forum sponsorship opportunities? Learn more.

 

 

 

Follow us to get the latest Virtual Forum updates

 

 

 

 

 




 




 





 

 

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