MASTERING MULTIGENERATIONAL WEALTH CONFERENCE:
WEALTH TRANSITION STRATEGIES FROM PLANNING & COLLABORATION
THROUGH SUCCESSFUL ExecuTION
IN-PERSON Conference hosted by The Heritage Institute
For PROFESSIONALS and FAMILIES •
For PROFESSIONALS and FAMILIES •
October 22 & 23, 2024
IN-PERSON Conference presented by The Heritage Institute
REGISTRATION IS OPEN!
PLUS - New Attendees who register for Alignment Milestones on 10/24 & 10/25 will receive 50% off the registration for our 1-1/2 Day Conference & Celebration Dinner on 10/22 & 10/23!
To make your hotel reservations please call 877.351.5021 before 9/30/24 and ask for The Heritage Institute's room block to receive the rate of $299.00/night or use HOTEL RESERVATION LINK. (Room block is limited - first-come, first-served)
For a Limited Time - Non-Members & Alumni can select a One-Year Membership to The Heritage Institute for only $150!
James E. “Jay” Hughes, Jr.
Mark Weaver, MBW
Gaylord Opryland Resort & Convention Center
2800 Opryland Drive, Nashville, TN 37214
Tuesday, October 22 8:00am - 5:00pm Central Time
Wednesday, October 23 8:00am - 12:00pm Central Time
AGENDA
David York, York Howell
Rod Zeeb, The Heritage Institute
Doug Gould, Cyber Team U.S.
Ella Chase, Wellth Works
Josh Kanter, leafplanner
Johnne Syverson, Charitable Giving Resource Center
John A. Warnick, Purposeful Planning Institute
Lori Coonen, The Heritage Institute
REGISTER NOW TO SAVE YOUR SEAT!
Non-Member Rate: $1,350 for 2-day Event
EARLY REGISTRATION BY 7/22/24 is $1,100
AND...an extra EARLY REGISTRATION GIFT when you register by July 8th!
HDP/HDPC - included in membership
THI Partner - 50% discount
Heritage Specialist Certificate - 50% discount
FAM Licensed - 25% discount
Member - 25% discount
Rate is full price for all after 7/22/24.
Contact lori@theheritageinstitute.com for additional discounts for GROUPS of 3 or more.
RESERVE YOUR SEAT TODAY!
THANK YOU TO OUR SPONSORS!
SPONSORSHIP OPPORTUNITIES AVAILABLE!
THE HERITAGE INSTITUTE’S STRATEGIC RELATIONSHIPS
THE BLUEPRINT PROCESS