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.

Conference 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

View the Conference Experience

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


2–5:30 p.m.
Registration/Information Desk Open

4–5 p.m.
Opening 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

5:15–6:30 p.m.
Foundation Reception
Free with Registration

7 a.m.–6 p.m.
Registration/Information Desk Open

7–8 a.m.
Continental Breakfast

8–9:10 a.m.
General Session (1 CE)

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

9:10–10:10 a.m.
General Session (1 CE)

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

10:10–10:45 a.m.
Snack and Beverage Break

10:45–11:45 a.m.
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

11:45 a.m.–1 p.m.
Conference Luncheon

1–2 p.m.
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

2:15–3:05 p.m.
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

3:05–3:35 p.m.
Snack and Beverage Break

3:35–4:50 p.m.
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

5–6 p.m.
Evening Reception

7 a.m.–4:30 p.m.
Registration/Information Desk Open

7–8 a.m.
Continental Breakfast

8–9 a.m.
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

9–9:30 a.m.
Snack and Beverage Break

9:30–10:20 a.m.
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

10:35–11:35 a.m.
Attendee-Sourced Session (1 CE)

A Fireside Chat about Retirement, Investments, Wealth Management, and Behavioral Finance - Jorge Padilla, CFP®, Principal, Senior Client Advisor, MEIRA, and Robert Powell, CFP®, RMA®, Editor, Retirement Management Journal, and James Sandidge, JD, The Sandidge Group

11:45 a.m.–12:35 p.m.
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

12:35–1:45 p.m.
Conference Luncheon

1:45–2:35 p.m.
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

2:35–3:05 p.m.
Snack and Beverage Break

3:05–4:05 p.m.
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 

4:30–7 p.m.
Topgolf Event
RSVP required. Limited to first 100 advisors. 

8:30 a.m.–12 p.m.
Registration/Information Desk Open

8:30–10 a.m.
Continental Breakfast

10–11:40 a.m.
General Session (2 Ethics CE)

Inspire Integrity: Chase An Authentic Life - Corey Ciocchetti, JD, Associate Professor of Business Ethics and Legal Studies in the Daniels College of Business, University of Denver


Conference Sessions

Attendees will also be able to choose from a variety of qualitative and behavioral sessions. These sessions will focus more on the communication and practice management techniques that are required to add value across generations.


  • Income Tax Considerations for Those with Special Needs

    Presented by
    Thomas M. Brinker, Jr., CPA/PFS, ChFC®, ChSNC®, CGMA, CFE, AEP


    This session will focus on some financing nuances associated with the medical expense deduction for those clients with special needs.

    Session Details

  • Inspire Integrity: Chase An Authentic Life (Ethics)

    Presented by
    Corey Ciocchetti, JD


    Learn to chase the truly important things in life such as a solid character, strong personal relationships and a sense of contentment. One of the most powerful and motivational speeches you have ever heard.

    Session Details

  • Wealth Transfer Planning for Global and International Clients

    Presented by
    Ashley S. Murphy, GFP (USA) CFP®, AIF®


    This session addresses the issues affecting international and cross-border clients when planning for an intergenerational wealth transfer.

    Session Details

  • The Gift of Lift: Harnessing the Power of Stewardship to Elevate the World

    Presented by
    David York, Esq. CPA®


    This presentation reviews common myths about money and wealth that too often undermine effective wealth transfer.

    Session Details

    Featured Speakers


    Pricing Information


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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 & Sponsors

    Platinum Partner

    Janus Henderson - IWMF AZ


    Bronze Partner




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