Speakers & Panelists
Plan to Give Sessions
Session One
Charity, Exit & Succession
Asset-Based Giving, Tax Planning, and Relational Implications
This session will explore the opportunities and implications for investment, tax, legal, and M&A professionals and the clients and business owners they serve in the backdrop of an unprecedented intergenerational transfer of wealth. Charitable gift alternatives will be considered with respect to gifts of cash, securities, and asset-based gifts with a focus on charitable planning, business succession, and exit strategy. A case study incorporating personal and family dynamics in addition to business considerations will also be shared with attendees.
Session Two
Women & Wealth
Statistics, Legacy, Influence, and Heart Matters
Session attendees will be informed of the latest statistics behind the transfer of wealth to women, their accelerating role in the forming of new businesses, and their great influence and leadership in charity. A panel discussion led by Valerie Hogan will provide valuable insight to advisors as they explore the technical and relational aspects of women and families affected by the great wealth transfer and all the charitable implications involved.
Session Three
Markets & Economy
Observations and Predictions
Bob Doll will provide an up-to-date look at the economic, financial, and investment landscape. He will review the economy, earnings, fiscal policy, monetary policy, valuation, election implications, and other variables. He will include comments on generosity, stewardship encouragement, and values-based investing.