Agenda
Friday, January 17, 2025
9:30 – 11:30 MW Conference Arrival, Check-in, and Networking
11:45 – 12:45 MW Lunch & Learn - 'Financial Matters'
12:55 – 2:10 MW Session I - ‘Entity & Wealth’
2:20 – 3:50 MW Session II - ‘Capital Access & Wealth’
4:00 – 5:00 INVESTMENT OPPORTUNITY PRESENTATION 1 & 2 '['
5:10 – 6:40 MW Session III - ‘Insurance & Wealth’
6:45 – 8:15 MW Dinner & Networking - ‘Open Discussions’
Saturday, January 18, 2025
8:30 – 9:30 MW Breakfast & Networking - ‘Open Discussions’
9:40 – 11:10 MW Session IV - ‘Wall Street & Wealth’
11:20 – 12:50 MW Session V - ‘Trust, Estate, & Wealth’
1:00 – 2:15 MW Lunch & Learn - ‘Real Estate & Wealth’
2:25 – 3:15 MW ‘Roundtable Discussion’
3:15 Adjourn
