Guiding Generations: The Future of Estate Planning

Speakers

World-Class Business Leaders and Speakers

Scott Ford

President, Wealth Management

U.S. Bank

Lisa Roberts

Head of Wealth Management

Wilmington Trust

Cody Barbo

Founder and CEO

Trust & Will

Jennifer Povlitz

Vice Chair, Global Wealth Management, US

UBS

Kristina Howard

Executive Vice President and Head of Public Affairs Practice

RXN Group

Wing Wilson

Chief Fiduciary Officer, East Region

Northern Trust

Lule Demmissie

(Former) CEO and Board Member, US

eToro

Vivienne Ming

Theoretical Neuroscientist and Artificial Intelligence Expert

Francesca Boschini

Director, Head of International Wealth Planning & Head of Insurance Solutions, Americas

Deutsche Bank Wealth Management

Jennifer Wines

Author and Founder

Invisible Wealth

Mohamed Khalifa

Head of AI and Innovation

J.P. Morgan Global Private Bank

Christina Baltz

Partner, Private Client and Tax

Withers

Tom Gordon

Co-Founder and Executive Director

Responsive Law

Austin Wrubel

Director, Planned Giving

Robin Hood

More to be confirmed.

Moderators

Jake Martin

Managing Editor

Financial Advisor IQ

Danielle Verbrigghe

Group Managing Editor

FundFire and Financial Advisor IQ

Glenn Koch

Deputy Editor

Financial Advisor IQ

Michael Taffe

Senior Data Reporter

Financial Advisor IQ

Sam Del Rowe

Senior Reporter

Financial Advisor IQ

Mela Seyoum

Reporter

Financial Advisor IQ

Katie Balevic

Reporter

Financial Advisor IQ

IN-PERSON PASS

Gain access to in-person sessions, meet speakers and network with your peers. Dinner and drinks included.

DIGITAL PASS

Access to live talks, Q&A and video on demand. Network and connect with your peers through our online community.

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