Join us at TB3 Event Center for an informative and engaging evening focused on Trust & Wealth Management. This free event brings together professionals and community members for meaningful discussion and networking in a relaxed, upscale environment.

Register Today!

Building generational wealth isn’t just about financial planning—it’s about creating lasting legacies that empower families for decades to come. This webinar will explore practical strategies to protect your assets, minimize tax burdens, and ensure your hard-earned wealth benefits future generations. We’ll address the opportunities and challenges in estate planning and wealth transfer that affect all families, with special attention to the unique barriers and considerations facing communities of color. Whether you’re a first-generation wealth builder or looking to expand an existing legacy, discover how intentional planning can help create the generational impact you envision. Don’t let inadequate planning diminish the wealth you’ve worked so hard to build—join us to learn how to secure your family’s financial future.

Real estate is one of the most valuable—and underutilized—assets in charitable planning. Our engaging panel brings together experts in law, finance, and gift planning to discuss how to navigate the complexities of real estate planned gifts – from creative ways to promote and structure them to the nitty gritty of reeling them in. Whether a novice or an expert in gift planning, you will come away equipped with insights to turn donors’ real estate holdings into transformative charitable gifts.

Panelists will provide an overview of common uses of real estate in charitable gift planning, including a look at specific gifts they have brought in. You will also learn more about a strategic technique that is rapidly gaining traction in the planned giving world: the 1031 real estate exchange and Delaware Statutory Trusts.

Many older donors – more than you think -- have significant real estate assets. And many are eager for ways to dispose of these assets strategically. This Lunch & Learn is a wonderful opportunity to add an important arrow to your charitable gift planning quiver – and to be an invaluable resource for your donors and organization, especially as the need for new funding sources becomes increasingly critical.

Registration

• Member – $50.00

• Non-member – $75.00

• Event Sponsor – $500.00

Come join us at Martin's Crosswinds for a day filled with inspiration, growth, and connection! This event is all about empowering you to become a whole leader in every aspect of your life. Learn from industry experts, engage in interactive workshops, and network with like-minded individuals who are passionate about making a difference. Whether you're a seasoned leader or just starting your leadership journey, this summit is designed to help you leave a lasting impact in your personal and professional life. Don't miss out on this opportunity to build a legacy that truly matters!

The Baltimore County Alumnae Chapter of Delta Sigma Theta Sorority, Inc. is hosting an Virtual Estate Planning Webinar on Thursday, April 3, 2025 at 7pm, presented by Shari Fleming. The purpose of the program is to provide participants with an understanding of estate planning tools and an awareness of items that should be considered when creating an estate plan. This event is FREE and open to the public. Register today!

We invite you to join us on Wednesday, April 2, at 6:00pm as we take a deeper dive into the world of estate planning by focusing on when to get started, no matter the individual's age. Join attorney and adjunct professor Shari Fleming and Aging Life CareProfessional™ Malika Moore for a discussion on the importance of preparing for the future regardless of age. Topics include identifying and solidifying an agent for each estate planning document, providing advanced direction in decision making, providing examples of agent selections, and helping to identify supportive figures in your life to aid the process. Register online.

A massive wealth transfer is on the horizon—by 2030, women will control an estimated $34 trillion in assets. Whether through inheritance, divorce, or career success, women are increasingly leading financial decision-making. Yet, estate planning remains a crucial step in securing financial legacies and optimizing tax strategies.

Join us for Women, Wine & Wealth: Planning for Our Future Estate at Stem & Vine, where we’ll break down estate planning essentials over a curated wine experience.

Event Highlights

Expert Insights – Learn estate planning strategies from Jeffery Holmes, CFP® & Shari Fleming, Esq., AEP®, CAP®.

Exclusive Networking – Connect with professionals and financial leaders

Curated Wine Experience – Enjoy a selection of fine wines in an inviting atmosphere

Practical Takeaways – Walk away with actionable strategies for wealth preservation and tax efficiency

Register today!

Navigate economic uncertainty through strategic financial planning focused on protecting generational wealth. This session equips families with tools for creating financial resilience, documenting economic strategies, and building adaptive wealth preservation mechanisms that can withstand systemic economic challenges and complex financial landscapes. This session applies Dr. King's emphasis on family strength and community prosperity to practical legacy planning, focusing on:

• Creating clear and legally sound wills

• Documenting your family's wishes and values

• Protecting assets for the next generation

• Building and preserving family legacy stories

Register Here.

All Stevenson University students, faculty, and alumni should join us at the Brown School of Business and Leadership for a Business & Legal Career Pathways in Estate Planning session. A panel of industry experts will discuss business and legal career pathways in estate planning, provide examples of how accounting, business, finance, and legal professionals work together to support their diverse clients, and explain how to start a career in estate planning. The event will conclude with a networking reception sponsored by the Baltimore Estate Planning Council!

The Baltimore Estate Planning Council (BEPC) has scheduled educational community events throughout the week, and we are inviting you to our virtual estate planning webinar on Tuesday, October 22, 2024 at 7pm. 

BEPC is an interdisciplinary non-profit organization for professionals involved in estate planning. BEPC strives to foster collaboration between Trust Officers, Attorneys, Financial Advisors, Philanthropic Professionals, Accountants, and other professionals engaged in estate planning. When working with an interdisciplinary team for estate planning, clients benefit by preparing better, more reliable estate plans. During October’s National Estate Planning Awareness Week, BEPC is seeking to serve communities typically not engaged in estate planning. BEPC aims to be a trustworthy estate planning resource, and we hope that you register and join us.

National Estate Planning Awareness Week is October 21-27, 2024. In honor of the event, MPT invites you to join estate planning expert Shari Fleming for a discussion of the importance of estate planning and the tools necessary to get started.

On Tuesday, October 22 at 10:00am, you’ll learn about the beneficiary designations, life estate deeds, a last will & testament, durable power of attorney, advanced medical directive, trusts, and the importance of planned giving.  In this free webinar, Shari will walk you through the process of creating an estate plan and planting your legacy garden.

Join us for a discussion with Shari on October 22 and be inspired to create the legacy that is right for you.

Register Today!

During this session, we will eliminate the obscurity of estate planning by providing you with (1) the appropriate vocabulary to understand estate planning, (2) information about various estate planning tools, and (3) a checklist of items necessary to plan and maintain your estate. Often enough professional advice and assistance is sought when there is a dire situation. However, we will discuss estate planning warning signs that serve as triggers for you to prepare and plan, in advance, with the assistance and advice of a professional.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Gift planners rarely have an opportunity to understand the mechanics behind receiving a realized planned gift. The goal of this presentation is to help all gift planners, with varying levels of experience, to understand how nuanced estate planning and estate administration can be, so they are in the best position to support donors who desire to give a planned gift.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam athttps://wolbbaltimore.com/schedule/the-our-legacy-matters-show/. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

Please join the Baltimore County Alumnae Chapter of Delta Sigma Theta Sorority, Inc.’s Financial Freedom Event on Saturday, April 13, 2024 at 11am. Come and learn how to be financially free with resources, vendors and workshops on money management, wealth building, homeownership and more. This event is FREE & OPEN TO THE PUBLIC.  Click here to register!

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.

BCAC presents our ESTATE PLANNING WEBINAR on Thursday, April 4, 2024 at 7pm, which will be held via Zoom. This event is FREE & OPEN TO THE PUBLIC.

The purpose of the program is to provide participants with an understanding of estate planning tools and an awareness of what should be considered when creating an estate plan. Please register today at https://tinyurl.com/ukxfxsc3. Zoom access will be provided upon registration.

Please submit your questions or inquiries to economicdev@bcacdeltas.org. 

Tune into the Our Legacy Matters Show, hosted by Attorney Shari Fleming, every Tuesday from 11am to 11:30am on WOLB Talk 1010am Baltimore or Live Steam at https://wolbbaltimore.com. Attorney Fleming will discuss everything you'll need to know to develop your estate plan as well as all of the things you have yet to consider which are necessary to secure, maintain, and transfer wealth to future generations. Connect with Attorney Fleming @iAmShariFleming on all social media platforms or at ShariFleming.com/OurLegacyMatters.