PLEASE NOTE: REGISTRATION FOR PROGRAM CLOSED ON FRIDAY, FEB. 24, AT 5PM.

Register Now! 

Generational Wealth

While generational wealth is nothing new, the description of who has it, who is creating it, and what it can do to transform lives is expanding. 

Understanding current trends is always helpful to the planned giving conversation and this session is designed to enrich our knowledge about what is happening in Greater Milwaukee and how that fits into the national landscape. 

Join us for the Planned Giving Council's winter educational program as James Bell and Erica Wright of the Bell & Wright Financial Group of Northwestern Mutual, share their industry expertise, client scenarios, and stories. The focus is on how people of color are building wealth, making plans, and transferring family assets to others.

About the Presenters: 

  

Erica Wright, MBA^®,CFP^®, ChFC^®, Co-Founder of the Bell & Wright Financial Group of Northwestern Mutual, is focused on creating a lifetime of clarity and confidence for women, retirees, and business owners through a modernized financial planning experience.

As a CERTIFIED FINANCIAL PLANNER™ with over a decade of experience, Erica is intentional about bringing financial education and strategy to those demographics who have been underrepresented in the past, particularly women.

Like many of the clients she serves, Erica is committed to trailblazing paths for future generations. She was the first in her family to obtain both her undergraduate and graduate degrees. She is also the first African American woman in Wisconsin to receive the CFP^® designation at Northwestern Mutual. Erica is also the longest lasting African American female advisor in her agency’s 137 year history.  

Erica teamed up with fellow Marquette Alum, James Bell, in 2019 to form the Bell & Wright Financial Group, a virtual financial planning organization that serves clients nationwide.

Erica is passionate about her family. She and her husband James have the honor of being parents to TWO sets of twins. Because she is originally from IL, her household is split on gamedays as her husband cheers for the Packers and she is loyal to her Chicago Bears.

James Bell “JB” has been a Financial Advisor and Field Director with Northwestern Mutual for 10 years. Prior to becoming an adviser, he was attending graduate school to become a professor of history when his father was diagnosed with a rare skin cancer.

After sitting with his mother’s financial advisor to work out his father’s financial affairs, a deep desire to help other individuals, families, and businesses with financial planning was created.

Since he’s become an adviser, he has won numerous sales awards, services clients across the country, advises and sits on various boards focused on Science and Technology, and lectures frequently throughout the year at both non and for-profit organizations.

Despite all his professional accomplishments however, James is most humbled and proud of the fact that every day he GETS to be a husband to his wife Tierra, and father to his daughters Alani and Michelle, and son Ian.

Tuesday, February 28 | 11:30AM - 1:00PM CST Schedule of Events: 11:30AM - Annual Meeting 11:45AM - 1:00PM - Presentation / Lunch Served Program Fee: Planned Giving Council Members: $45 Non Members: $60 We hope to see you there!

PLEASE NOTE: REGISTRATION FOR PROGRAM CLOSED ON FRIDAY, FEB. 24, AT 5PM.

Register Now!