Live, Interactive CE and CLE Virtual Forums

May 9-10

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.

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.

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.

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

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.