November Chamber Forum: Navigating the Great Wealth Transfer

Wednesday, November 13, 2024 (11:00 AM - 1:00 PM) (PST)

Description

As the largest wealth transfer in history approaches, how can Thurston County ensure this wealth stays local to support a thriving community? That’s the key question at the heart of the Thurston County Chamber’s November Forum. With support from the Community Foundation of South Puget Sound, the event will focus on strategies for retaining community wealth and giving back in ways that strengthen the region.

The keynote speaker, Kristi Mitchem, Founding Partner at &Partners and former CEO of BMO Global Asset Management, will lead the discussion on the critical topic of "Wealth Transfer." With trillions of dollars expected to pass from one generation to the next in the coming decades, the forum will address how individuals, businesses, and nonprofits can work together to ensure that wealth remains in Thurston County and is used for the community’s long-term benefit.

Key takeaways from the forum will include:

- Maximizing wealth creation during your lifetime.

- Practical strategies for keeping wealth local and using it for charitable purposes.

- The importance of wealth transfer for businesses and nonprofits, and why they must pay attention now.

- Actionable steps for giving back efficiently and ensuring your community thrives.

Event Details:

Date: Wednesday, November 13, 2024

Time: 11:00 am – 1:00 pm

Location: Saint Martin’s Norman Worthington Center

In addition to the forum, the event will feature a Nonprofit Expo where local nonprofits and social impact organizations can showcase their work. This expo offers a unique opportunity to connect with community members, potential donors, and like-minded organizations. There is no charge for nonprofits to participate in the EXPO, though tickets for lunch and the program can be purchased for $30 under "Registration"

**Please note, the NonProfit EXPO is currently at capacity. If you would like to be added to a waitlist in the event of a cancellation, please email Jessica Houchin at jhouchin@thurstonchamber.com ***

Join us for an informative and impactful event as we explore how to "Live Well, Give Well" and ensure that Thurston County’s wealth supports future generations.

Thank you to our presenting sponsor, The Community Foundation of South Puget Sound!

For further information, please call Jessica Houchin, Operations and Events Coordinator, at 360.357.3362 or email jhouchin@thurstonchamber.com
 






Pricing

Free- Non-Profit EXPO Table (lunch and keynote program not included)

$30 - Chamber Members Online Pre-registration

$30 - Non-Profit EXPO Participant Lunch Ticket Pre-registration

$35 - Non-Members Online Pre-registration

Pre-registration prices are available until 5:00pm the Friday before the event. "At the Door" pricing goes into effect after that time. 

$35 - Members at the Door

$35 - Non-Profit EXPO Participant Lunch Ticketat the Door

$40 - Non-Members at the Door

Saint Martin's Norman Worthington Center
5300 Pacific Ave SE
Lacey, WA 98503 United States
Event Contact
Jessica Houchin
(360) 357-3362
Send Email
Wednesday, November 13, 2024 (11:00 AM - 1:00 PM) (PST)

11:00 am Doors Open, EXPO Begins

11:30am - Social & Lunch Buffet   

12pm - Program    

Forum is typically held the second Wednesday of each month

Categories
Chamber Event
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