About this Event
Join the RDU Triad Chapter of the National Black MBA Association for our October General Body Meeting as we explore an important conversation about protecting what we’ve built and preparing the next generation for what comes next.
Building wealth is important—but knowing how to protect your assets, navigate family property, and intentionally plan for the future is just as important.
This engaging panel discussion will bring together financial and legal professionals to provide practical insights on:
Protecting assets through estate and insurance planning
Understanding the legal and financial documents needed for an effective estate plan
Understanding probate and how to navigate the process
Managing family real estate and inherited property
Preparing the next generation to receive and responsibly manage family wealth and assets
Building a legacy through thoughtful planning, communication, and instruction
Meet Our Panel
Moderator
Jhakiri Brooks
Financial Advisor, Northwestern Mutual
Panelists
Ruby Wesley
Wealth Empowerment Advocate, Northwestern Mutual
Katie A. Lawson
Managing Partner, The Law Office of Katie A. Lawson, PLLC
Whether you are just beginning to think about your legacy or have already started planning, this conversation will provide valuable information to help you make informed decisions for yourself, your family, and future generations.
Come ready to learn, ask questions, and start the conversations that can help protect your family's future.
Event Details
📅 Tuesday, October 27, 2026
🕡 6:30 PM – 8:00 PM
📍 1201 Edwards Mill Road, Learning Center, Suite 200
Raleigh, NC 27607
We look forward to seeing you there!
Following the General Body Meeting, we invite attendees to continue the conversation and connect with fellow professionals at
Perry's Steakhouse & Grille
4509 Creedmoor Rd
Raleigh, NC 27612
This is a great opportunity to continue the conversation, expand your network, and engage with members and guests in a relaxed setting.
Who Should Attend
This event is open to everyone.
You do not need to be an MBA graduate or an NBMBAA member to attend.
🤝 Event Sponsor
We are proud to have Allegis Group as our event sponsor. A representative will be onsite to answer questions about employment opportunities and career resources available through their organization.
Refreshments Provided. Business Casual Dress
Event venue & nearby stays
Northwestern Mutual, 1201 Edward Mills Road, Raleigh, United States
Concerts, fests, parties, meetups — all the happenings, one place.