5th Annual WIPN DEI Summit

Bridging Generations: Legacy, Wealth, and the Future of Financial Planning

As part of WIPN’s 5th Annual DEI Summit, this panel explored how generational perspectives shape values, decisions, and opportunities in retirement and financial planning. When community, inclusion, and equity are at the heart of what we do, those multigenerational conversations become powerful tools for connection, learning, and long-term impact.

What was covered:

• Legacy & Knowledge Sharing — How families and communities think about passing on not just assets, but knowledge, values, and opportunity.
• Building & Protecting Wealth Over Time — The different challenges and opportunities Millennials, Gen X, and Baby Boomers face in establishing, growing, and safeguarding financial resources.
• Smoothing the Transition — Best practices for intergenerational wealth transfer, with sensitivity to family dynamics, equity, and systems of access.
• Engaging Clients Across Ages — How financial professionals can connect with clients from diverse age groups in authentic, equitable, and community-focused ways.

Speakers:

• Dr. Nicole B. Simpson – CEO & Founder, Harvest Wealth Financial
• Rosalyn Brown – Founder, Rosalyn Brown / Sow Inclusive
• Mrs. Angie Ribuffo – President, Raion Financial Strategies
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