About this Event
Join us for an informative family financial seminar focused on protecting what you have built and preparing the next generation for success. We’ll cover the essentials of wills, trusts, and estate plans; explore how dynasty trusts can help preserve family wealth for generations; and discuss practical trust-planning options for every household. Leave with greater clarity, thoughtful questions to consider, and a stronger foundation for your family’s legacy.
Topics:
The Foundations: Wills, Trusts & Estate Plans
Dynasty Trusts: Protecting Wealth for Future Generations
Trusts for Every Household: Choosing the Right Plan for Your Family
Agenda
🕑: 10:00 AM - 10:15 AM
Master of Ceremony
Host: Christy Stratton
Info: Handling event logistics, ice breaker, and door prizes, and ice breaker.
🕑: 10:00 AM - 11:00 AM
Opening Presentation
Host: Mershard J. Frierson
Info: Along side: Tuki, Christy, Phil, Lashonda, Nicole, Mershard and Joseph help lead the G.A. Davis Family Investment Club and will be a speaker during the opening presentation.
🕑: 12:30 PM - 01:00 PM
Lunch
🕑: 11:00 AM - 12:30 PM
Expert Panel: Wills, Trusts & Legacy Planning
Host: Allison Manning-Carroll
Info: Allison is the managing attorney for Manning Carroll Law, a virtual boutique law firm that helps entrepreneurs legally protect their companies.
🕑: 01:00 PM - 01:30 PM
Financial Success Stories
🕑: 01:30 PM - 03:30 PM
Field Day
Host: Latrishia Milton
Event venue & nearby stays
Rose Park, 1000 Edgehill Avenue, Nashville, United States
Concerts, fests, parties, meetups — all the happenings, one place.