Embracing Diversity and Inclusion in Your Practice/Family Office

Thursday, April 29, 2:00 pm EDT

As wealth planning continues to evolve, there are new opportunities to encourage and promote a more diverse and inclusive workforce that will allow you to better develop people and ideas and ensure your company’s continued growth. Our panel of experts will discuss innovative and effective approaches for embracing diversity and inclusion in your office—as well as in the estate-planning documents you prepare for your clients.

Moderator

Rio Peterson,
Affinity Programs Manager, Clio

Speaker

Martin M. Shenkman,
Founder, Shenkman Law

Speaker

Dien Yuen,
Assistant Professor of Philanthropy at The American College of Financial Services

Speaker

Yaser Ali,
Wealth Planning Attorney,

Yaser Ali Law

Panel Sponsor

WHO SHOULD ATTEND
• High-net-worth investment advisors
• Financial planners
• Estate planning attorneys

• Trust officers
• CPAs/accountants
• Counselors to non-profits and foundation

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

Not able to attend the live event?

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

Platinum Sponsor

Gold Sponsors

Interested in sponsorship opportunities? Learn more.