Print page | Wednesday, Aug. 27 • 8:30 a.m. — 4 p.m. Hilton New Orleans Riverside |
So much work in housing and community development focuses on how to establish or improve financial well-being – setting goals, focusing on milestones like affording an education or homeownership, repairing credit…But what about preserving financial well-being and passing it on to the next generation? What can be done to ensure that individuals and families remain stably housed over time, are able to continue to afford needs and wants and are in a solid position to prepare the next generation for financial security?
Join us for a generative and practical day-long symposium where we’ll explore approaches to address property inheritance challenges. As with so many complex issues facing communities across the country, there is no one easy solution – and we need to collaborate effectively to make a real impact. So together at this event, we’ll focus on coalition-building for frontline practitioners and examine alternatives for involving partners across sectors to create workable solutions for clients.
And at a place and time that marks the 20th anniversary of the devastation of Hurricane Katrina, we’ll consider how estate planning is also a critical disaster preparedness strategy. When most of a household’s wealth is tied up in their home, it’s important to plan in advance for recovery and maintaining financial security in case that property is damaged or destroyed.
Stage-setting and big-picture concepts will be presented on the main stage by expert speakers and thought leaders, and by panelists with valuable experience and lessons learned. Then we’ll have an opportunity to really dig into the issues and opportunities in small groups, providing a venue for valuable peer learning.
By the end of this fast-paced day, you’ll leave with a strong sense of not only what works to preserve and support cross-generational wealth, but what your organization could do to make a real difference in addressing property inheritance issues for your community.
Round out your symposium experience with these related courses - and set yourself up for success when you return home!
- Building Skills for Financial Confidence (HO208) - two sections -- Mon/Tues OR Thu/Fri
- Delivering Effective Financial Capability Programs (HO209) - Thu/Fri
- Pathways to Sustainable Homeownership: Creating Opportunities and Building Financial Security (HO234) - Thu/Fri
- Financial Coaching: Helping Clients Reach Their Goals (HO310) - Thu/Fri
- Financial Coaching Advanced Practicum: Taking Your Practice to the Next Level (HO370) - Mon/Tue
- Financial Capability Program Design for Managers (HO375) - Thu/Fri
- Using Trauma-Informed Skills in Financial Coaching (HO385) - Mon/Tue
Throughout the day:
Attendees will learn about how many sectors can bring their expertise to the table to build a coalition that makes a difference for people writing wills and navigating heirs’ property.
Speakers will incorporate the unique perspectives of:
- Legal aid providers
- Financial services providers
- Policy experts
- State and local government champions
- Data/research professionals
- Communications staff
- Frontline service providers (housing counselors and community engagement staff)
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