Investments & Wealth Masters Forum

Planning for Intergenerational Wealth Transfer




Designed for advanced practitioners, seeking contemporary wealth management strategies for their HNW clients, as they navigate through “the great wealth transfer.”


The Investments & Wealth Masters Forum takes a structured yet flexible approach in covering content related to planning for the intergenerational transfer of wealth. This exclusive event will focus on the curated needs of HNW and UHNW clients and is available to those advanced advisors who serve clients with assets of $5M or more.

Agenda Highlights

The foundation of the program is built on technical sessions that cover two of the biggest factors that are at the core of any wealth transfer planning strategy being recommended: transfer (gift and estate) tax consequences and income tax consequences.   

  • The next generation who wishes to continue the family business
  • The needs of families with special needs considerations
  • A client who is truly a global citizen and may have ties outside of the U.S.
  • Clients who are philanthropically inclined and wish to expand the transfer of wealth outside their immediate family

Conference Agenda

This conference focuses on the needs of HNW clients and multi-generational financial planning. After attending conference sessions, you'll be able to confidently do the following: 

  • Identify transfer (gift and estate) tax planning opportunities
  • Determine income tax planning strategies
  • Uncover planning approaches for the next generation of clients who may be continuing a business legacy, may have a global presence or may be physically or mentally limited
  • Select philanthropic action plans for clients who wish to expand the transfer of wealth outside their immediate family
  • Implement strategies and tactics that can be effective in constructing internal and external teams to serve clients in a multigenerational capacity
  • Discover techniques that allow you to effectively communicate with and across multiple generations of clients


General Session (1 CE)

Birdies & Bogies: Lessons from a Lifetime of Golf

Speaker: Hale Irwin, PGA Tour Hall of Famer

Moderator:  Eric Flett, Conference Chair, CEO and Principal, Concentric Wealth Management LLC

General Session (1 CE)

Advanced Estate Planning for Multi-Generational Clients - Lisa R. Featherngill, Senior Vice President and National Director, Comerica Wealth Management

General Session (1 CE)

Advanced Income Tax Planning - Steve Siegel, JD, LLM, President, The Siegel Group

Concurrent Sessions (1 CE each)

Income Tax Considerations for Those with Special Needs - Thomas M. Brinker, Jr., CPA/PFS, ChFC®, ChSNC®, CGMA, CFE, AEP, Adjunct Professor, The American College of Financial Services

The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World - David York, Esq. CPA®, Co-founder and Managing Partner, York Howell & Guymon

EdTalk (1 CE)

Lessons in Behavioral Finance: Bequest Intentions and ExpectationsMatt Sommer, PhD, CFP®, CFA®, Head of Defined Contribution and Wealth Advisor Services, Janus Henderson Investors

Concurrent Sessions (1 CE each)

Wealth Transfer Planning for Global and International Clients - Raoul Rodríguez, CFP®, EA, GFP, Certified Financial Planning Professional, Global Financial Planning Institute

Asset Liability Matching: How to Create a Safe Runway into Retirement - Dana Anspach, CFP®, RMA®, Founder, Chief Executive Officer of Sensible Money, LLC

General Session (1.5 Tax and Reg CE)

2023 Regulatory Outlook for Wealth Managers

Moderator: Duane Thompson, AIFA®, President, Potomac Strategies, LLC.

Panelists: Karen Barr, President and CEO, Investment Adviser Association, Roger Levy, LLM, AIFA®, Managing Director, Cambridge Fiduciary Services, LLC, and Scott Reed, AIFA®, CIMA®, CEFEX Analyst, CEO, Hardy Reed, LLC

General Session (1 CE)

At the Capacity Crossroads: Three Visions for Scaling the Advisory Firm You Want - Michael Kitces, MSFS, MTAX, CFP®, CLU, ChFC®, RHU, REBC, CASL, Chief Financial Planning Nerd, Publisher, Podcast Author

Concurrent Sessions (1 CE each)

Cross-Generational Client Engagement - Lindsey Larrabee, CPWA®, Consultant, Templar Advisors

Intergenerational Wealth Transfer Planning for Business Owners - Justin Goodbread, CFP®, CEPA, CVGA, President, WealthSource Partners, LLC

Concurrent Sessions (1 CE each)

Defining Legacy & Developing Agency for Effective Wealth Transfer - Noel Pacarro Brown, CIMA®, CPWA®, Financial Advisor, Senior Vice President, Investing with Impact Director, Family Wealth Advisor, Senior Investment Management Consultant, Morgan Stanley and Adam Cummings, Entrepreneur and Advisor, The Nathan Cummings Foundation

Legacy Conversations With Your Clients - Susan TurnbullFounder and Principal of Personal Legacy Advisors

General Session (1 CE)

College and Student Loan Planning for the Next Decade: Creative Strategies to Stay Relevant for the Next Generation - Ross Riskin, DBA, CPA/PFS, CCFC, MS Tax, Chief Learning Officer, Investments & Wealth Institute

General Session (1 CE)

Link on the Markets - Stephanie Link, Chief Investment Strategist, Hightower and CNBC contributor for several shows, including The Halftime Report, Closing Bell and Squawk Box 

Featured Speakers


Pricing Information




Recorded Sessions available online February 15-August 15, 2023. Available for purchase through August 5, 2023


*Signature and Elite members: your 25% or 40% discount will be automatically applied at checkout.


Want to save 25% or 40% on your registration? Upgrade your Institute membership.

Membership Benefits




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Conference Testimonials

"So incredibly relevant and useful and keeps us 'current' on evolution in this constantly deepening field of expertise."
Elite Member
"A very practical conference with great, useful, well-researched content, and seasoned, interesting speakers."
CPWA Member
"Nice balance between things to think about for your clients and things to think about for yourself!"
Elite Member
"I will be taking back to my team the research, ideas, thoughts and strategies presented. We will use what I learned here to help our clients plan for retirement."
RMA Member


Thank you to our Partners

Platinum Partner

Janus Henderson - IWMF AZ


Bronze Partner




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