The Conversations Most Families Don't Have… Until It's Too Late
Agenda
🕑: 11:00 AM - 11:15 AM
Welcome & Introduction Opening remarks setting the stage
🕑: 11:15 AM - 11:30 AM
The Bridge to Protection (Tameka Williams)
Info: The "Bridge" perspective on how Real Estate (Equity) intersects with Legacy.
🕑: 11:45 AM - 12:15 PM
Legal Foundations for Your Legacy (Constance Brown)
Info: The estate planning and legal perspective on protecting family assets and ensuring ownership structure matches intent
🕑: 12:15 PM - 12:45 PM
Securing Your Wealth Foundation (Travis Maverick)
Info: The financial and wealth planning side of protecting family assets.
🕑: 12:45 PM - 01:00 PM
Engagement Activity & Closing
Info: Introducing the "Family Conversation Guide. Finally turning the "what if" into "we have a plan."
Where is it happening?
Event Location & Nearby Stays:
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