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Upcoming events

    • 20 Oct 2025
    • 24 Oct 2025
    • 30 sessions
    • Online
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    Virtual Knowledge Building Series - Estate Planning Awareness Week

    Monday Schedule

    Estate Planning for Wealth Retention - 8am PT / 11am ET
    Captive Agencies for Wealth Retention - 9am PT / 12pm ET
    Investing Basics - 10am PT / 1pm ET
    Estate Planning and Tax Considerations  - 11am PT / 2pm ET
    Starts with Home Ownership and Retention  - 12pm PT / 3pm ET
    Donating Business Interests  - 1pm PT / 4pm ET

    Tuesday Schedule

    Revocable Trusts for Legacy Planning - 8am PT / 11am ET
    Retirement Planning with Insurance  - 9am PT / 12pm ET
    Inheriting Retirement Plans/Secure Act - 10am PT / 1pm ET
    Charitable Giving and Tax Benefits  - 11am PT / 2pm ET
    Real Estate Investments  - 12pm PT / 3pm ET
    ESOP/Family Business  - 1pm PT / 4pm ET

    Wednesday Schedule

    Irrevocable Trusts for Asset Protection - 8am PT / 11am ET
    Insurance and Taxes - 9am PT / 12pm ET
    Investing in Art and High-End Collectibles - 10am PT / 1pm ET
    Retirement Accounts and Estate Planning  - 11am PT / 2pm ET
    Real Estate Investment and Flipping  - 12pm PT / 3pm ET
    One, Big, Beautiful Bill Act - 1pm PT / 4pm ET

    Thursday Schedule

    Business Succession Planning - 8am PT / 11am ET
    Insurance for Legacy Building - 9am PT / 12pm ET
    Donor Advised Funds - 10am PT / 1pm ET
    Trusts and Tax Strategies  - 11am PT / 2pm ET
    Real Estate Donations to Charity  - 12pm PT / 3pm ET
    Business Entities for Multigenerational Wealth Building- 1pm PT / 4pm ET

    Friday Schedule

    Charitable Trusts for Community Impact - 8am PT / 11am ET
    Insurance and Charitable Giving   - 9am PT / 12pm ET
    International Assets - 10am PT / 1pm ET
    1099 verus w-2  - 11am PT / 2pm ET
    Heirs Property / Black Farm Land - 12am PT / 3pm ET
    Transfers and Taxation  - 1pm PT / 4pm ET

Our Events


COLLABORATIVELY Bridging the Racial Wealth Gap
FREE VIRTUAL Conversations every 4th Thursday of every month | 4 - 5 PM ET

With an emphasis on connecting and educating with multiple focuses and events, this ABEPP Virtual Conversation provides education accessible to everyone and networking for members to economically transform the Black community.

6 MONTHLY INFORMATIVE CONVERSATIONS

1/25 Implementing Black Family Office
2/22 Black Wealth in America: Past, Present and Future
3/28 Building Endowments: A Vision for Sustainable Growth and Impact
4/25 Building Businesses that Last: Mergers and Acquisitions
5/22 Real Estate Investments
6/20 Bridging the Racial Wealth Gap

LEARN MORE

Past Virtual Conversations Events

Watch full recordings of past events with ABEPP membership


LAST YEAR'S CREATING A LEGACY CONFERENCE

Our 2023 Creating a Legacy Conference in Washington, D.C. was an exciting event focused on education, networking, and financial empowerment, specifically curated for Estate Planners, Real Estate Agents, Insurance Professionals, Bankers & Lenders, Financial Advisors, and Entrepreneurs.

Watch out for details for the upcoming 2024 Creating a Legacy Conference! See you there!



With an emphasis on connecting financial professionals to strategically collaborate, the Creating a Legacy Conference provides the education and networking to economically transform the Black community.

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