05/06/2026
REGISTER NOW & submit a question for the panel at the link below. In this 1 hour, you will learn:
💥 What to know and do right now to better build and protect wealth for your future, and future generations
💥 How tax law and financial policy is changing, how that could affect your family's wealth, and how to plan so you're ready to meet the challenges and opportunities ahead
💥 Why it's critical for women to build financial confidence – and how they can do so – during the projected $84 million "Great Wealth Transfer" set to happen over the next decade
💥 How families can work together across generations to protect and grow family wealth for future generations to come
💥 Why business owners face unique challenges and opportunities when it comes to building and passing along wealth, and how they can work to position both their business and their family for success
Hear from panelists experienced in guiding individuals, families and business owners on how to build and keep wealth from one generation to the next, while minimizing stress and taxes:
👉 James Zahansky, AWMA® | Senior Managing Partner & Chief Strategist at WHZ Strategic Wealth Advisors
👉 Laurence Hale, AAMS® CRPS® | Senior Partner & Chief Investment Officer at WHZ
👉 Leisl L. Langevin, CFP® CDFA® | Managing Partner, Advisory at WHZ
👉 Attorney Allison Poirier | Partner at KKC Law
👉 Kevin T. Lewis | Founder & Partner at Rocklobs Advisory