Estate Planners Day Agenda & Speakers

47th Annual Estate Planning and Wealth Management Forum Agenda

7:15-8:00 a.m. | Registration & Breakfast

Sponsored by Chilton Trust

8:00-8:15 a.m. | Welcome Remarks

8:15-9:45 a.m. | Session 1: North Carolina & Federal Update

Sponsored by Bank OZK

9:45-10:15 a.m. | A.M. Break

10:15-11:15 a.m. | Session 2: Economic Update

Sponsored by Bernstein Private Wealth Management

11:15 a.m. – 12:15 p.m. | Session 3: Eldercare Panel Discussion

Sponsored by First Citizens Bank

12:15-1:15 p.m. | Lunch

1:15-2:15 p.m. | Session 4: Executive Wealth Strategies: Navigating the Unique Planning Considerations for Executives of Public Companies

Wells Fargo Wealth & Investment Management

Amy Permenter, Executive Wealth Strategist, Bank of America

2:15-2:30 p.m. | P.M. Break

2:30-3:30 p.m. | Session 5: Charitable Giving

Sponsored by GreerWalker

Doug Benson, Chief Administrative Officer & Chief Risk Officer, Foundation for the Carolinas

3:30-4:30 p.m. | Session 6: Masterpieces of Wealth: An Introduction to Art Succession and Legacy Planning

Sponsored by Arcadia Art Consultancy

*The conference agenda is subject to change.