2025 Diversity, Equity, Inclusion Symposium

2025 Diversity, Equity, & Inclusion Symposium: How Estate Planning Leads to Generational Wealth

Future-Proofing Fair Housing Through Financial Empowerment

Building a more inclusive real estate industry means expanding the conversation beyond access — it’s about sustaining equity across generations. This year’s DEI Symposium explores the intersection of estate planning, generational wealth, and fair housing, giving professionals the tools to empower clients and communities to build long-term security and equitable futures.

Join us for the 2025 Diversity, Equity, and Inclusion Symposium presented by five Bay Area REALTOR® Associations: San Francisco, Bay East, Silicon Valley, San Mateo, and Bridge. Together, we’ll unpack the systems that shape wealth, opportunity, and homeownership — and how real estate professionals can lead the way forward.

Date: September 12, 2025Location: Milton Marks Conference Center, San Francisco

Theme: How Estate Planning Leads to Generational WealthGoal: Equip real estate professionals with insight and strategies to future-proof fair housing through legacy building and wealth equity.

• Greg Pennington, Psychologist & Estate Planning Advocate
• Walter Brown Jr., Wealth Strategist & Author
• Bryan Greene, VP of Policy Advocacy, National Association of REALTORS®
• Alexia Smokler, Director of Fair Housing Policy and Programs, National Association of REALTORS®
• CalHFA

9:00 AM – Doors Open & Check-In9:30 AM – Welcome Remarks9:30–10:30 AM – Fair Housing in Today's Climate | Bryan Greene & Alexia Smokler10:30–11:30 AM – Estate Planning & Generational Wealth | Greg Pennington & Walter Brown Jr.11:30–12:00 PM – Lunch12:00–1:00 PM – Breakout Session #11:00–2:00 PM – Breakout Session #2TOPICS:

• Estate Planning | Greg Pennington & CalHFA
• Generational Wealth | Walter Brown Jr.
• Fair Housing Deep Dive | Bryan Greene & Alexia Smokler2:00–2:45 PM – Future Proofing Fair Housing | DeAnthony Nelson, Strategic Partnerships & DEI Program Manager, California Association of REALTORS®2:45–3:00 PM – Closing Remarks

• Discover how real estate professionals can close the racial wealth gap through estate education and legacy planning.
• Deepen your understanding of fair housing and systemic equity.
• Learn from industry experts and community leaders.
• Connect with peers who are committed to diversity, justice, and sustainable change.

🎟 Register Today!Join the movement to make real estate a true vehicle for equity and empowerment. Space is limited — don’t miss this opportunity to learn, share, and lead.

Become a sponsor of the event and get noticed. to learn more about sponsorship opportunities.

Host or Publisher San Francisco Association of REALTORS® | DEI