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THANK YOU to all of our attendees, speakers, partners, and exhibitors for making the 2024 Conference a great success! We look forward to reconvening in May 2026! 
About the Conference Theme The Great Wealth Transfer is happening right now, and it's a monumental change that's affecting wealth managers, estate planning attorneys, and nonprofits. Baby boomers hold an overwhelming majority of the wealth in the US, and the intergenerational transfer of assets is set to be impacted by market volatility, potential legislation, and technology. - Data suggests up to 90% of heirs and beneficiaries won't stay with their parents' financial advisors after estate transfers, and technological advancements have made it easier than ever to move assets. With $27 trillion of assets on the line, all bets are off!
- The future of giving will also be radically transformed over the next 30-40 years with Millennials and Gen-Z reshaping philanthropy and ushering in a new era of giving.
- Nonprofits must welcome a new generation of highly engaged, impact-driven supporters, and those who crack the code can gain not just donors but co-creators and vested partners for good.
The transfer comes with significant consequences for personal finances, the nonprofit sector, wealth management industry, and the ensuing generations. Whether you are a financial advisor, philanthropy advisor, or gift planner, you have a role to play in this future. Are you prepared to address inevitable change and navigate the challenges and opportunities that come with this shift?
Conference Schedule - View HERE Overview Wednesday, November 13, 2024
5:00-7:00pm Registration Open
Casual Meet & Mingle with Fellow Attendees in Hotel Bar, Coastal Manor Thursday, November 14, 2024 (Morning break, lunch, afternoon break, and evening reception included with registration.)
8:30-9:30am Registration Open / Sponsors and Exhibitor Area Open
10:30am-5:00pm Conference Programming
5:00-6:30pm Welcome Reception
Friday, November 15, 2024 (Breakfast, morning break, lunch, and afternoon break included with registration.)
7:00-8:00am Breakfast
8:00am-4:00pm Conference Programming
Conference Registration Fees
| Full Conference Rates
| AiP Member**
| $749 | | Non Member | $949 | | NEW AiP Member* | $849 |
SPECIAL OFFER
*Become a NEW member of AiP and get membership ($300 value) AND your conference registration for just $849.00! You will be contacted by the AiP office to complete your member registration.
Continuing Education The conference will offer up to 11 hours of CFP® CE credit and credit for American College Professional Recertification (formerly PACE), CAP®, CFP®, CIMA®, CIMC®, and CPWA® designations. CPA designees and other designations holders who can self-report should check with their governing body in their state to determine the eligibility of continuing education credit for these programs. You will receive a Proof of Attendance Form upon arrival at the conference and you will be responsible for keeping track of your attendance at all sessions. At the conclusion of the conference, you will receive a portion of the form that will serve as your proof of attendance and certificate of completion.
AiP Thanks Our Partners and Exhibitors | SILVER PARTNER | | |  | | | | BRONZE PARTNERS | | | 
| | |  | | |  | | |  | | | | EXHIBITORS | The American College of Financial Services
Charitable Giving Resource Center
Financial Planning Association
ideas42
PhilanthPro |
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