REGISTRATION is open!
May 3-4, ENGAGING THE AFFLUENT CLIENTS YOU WANT: WEALTH 3.0* IN ACTION (2 DAYS)
20th Anniversary Conference & Celebration Dinner IN-PERSON
You will learn about 4 critical changes that are affecting your business and you may not even realize it YET. We have brought together some of the top “Do-Leaders” from all planning disciplines to share not only what is changing but what to do to stay ahead of the curve. This is our 20th Anniversary Conference, and it has been attended by top professionals from all planning disciplines to build and maintaining their successful career and loyal client base. A lot has changed in the HNW/UHNW space since COVID. Don’t wait to find out about these changes the hard way. General Patton’s once said: “Lead me, follow me, or get out of the way.” Are you going to be an industry leader during these changing times? Or will you be part of the crowd that is following behind?
LOCATION:
Dallas/Plano Marriott at Legacy Town Center
7121 Bishop Road, Plano, TX 75024
*The New Paradigm by Jim Grubman, Dennis Jaffe, Kristin Keffeler
If you pride yourself as an early adopter, you have to join us for The Heritage Institute's 20th Anniversary Conference in May 2023 – Engaging THE HNW/UHNW Clients/Donors YOU WANT: WEALTH 3.0 IN ACTION
The Heritage Institute brings innovation to the industry by empowering and training professionals to reach their clients/donors, reevaluate their approach, flip tradition upside down when needed and shake up what needs shaking. We are Wealth 3.0 in action and have been training trusted professionals since 2003.
The Heritage Institute is more than a Thought Leader, we are "Do-Leaders," sending you back to work DOING, changing, impacting, succeeding at every turn. It's time you DO it with us!
Want more information on Wealth 3.0? Check out Rod’s podcast with Jim Grubman: “Tipping Point? Embracing the New Era of Rigor and Positivity in Our Work as a Field”. Rod talks with Jim about the ongoing migration to Wealth 3.0 and enhanced research.
LOCATION:
Dallas/Plano Marriott at Legacy Town Center
SPEAKERS & PANEL MODERATORS:
Dianne Chipps Bailey, Managing Director, National Philanthropic Strategy Executive, Bank of America
Trending Now: Predictions for Philanthropy in 2023 and Beyond
In this interactive session, Dianne Chipps Bailey, National Philanthropic Strategy Executive at Bank of America and Chair of the Women’s Philanthropy Institute (WPI) Council, will discuss predictions for the future of philanthropy. Dianne will share the latest research from Bank of America and WPI to explore top trends shaping charitable giving including the priorities and practices of affluent American donors, the growing power of women and the rising generation, and the impact of new tools to achieve social goals. This session will culminate with a “call to action” for professional advisors, nonprofit leaders, and strategic philanthropists alike to adapt and innovate to harness the power of a new generosity movement.
Marlis Jansen, Founder and CEO, Graddha
Carey Spencer, Key Private Bank Director of Family Governance, KeyBank
John A. Warnick, Founder, Purposeful Planning Institute
POTENTIAL TOPICS YOU WILL LEARN ABOUT:
Issues and Concerns for the Future of Philanthropy
How Far the Industry Has Come and Where it is Heading
The Increasing Role of Women
Family Success Stories
Transformational Philanthropy
Innovations for Engaging the Rising Generation
Importance of Integrating the Clients Planning (Financial, Estate, Heritage & Philanthropy)
Financial Estate, Heritage & Philanthropy
Being a Do Leader
Effective Collaboration (required in Wealth 3.0)
And more to come...
New Attendees who register for Alignment Milestones on 5/1 & 5/2 will be able to attend our 1-1/2 Day Anniversary Conference & Celebration Dinner on 5/3 & 5/4 for FREE!