You are cordially invited to join WCM Global Wealth and a small group of families from around the country from the evening of May 10th through the afternoon of May 12th in Greenville, South Carolina for our 2nd annual symposium addressing some of the most problematic issues concerning wealth. Visit with experienced professionals and other families as we explore multigenerational family vision and mission statements, passing on not only wealth, but values and work ethic. Many have experienced massive success, but struggle with trying to get to financial simplicity, clarity of purpose and significance of impact. Our event ends as the top 10 in the nation art show, Artisphere, begins Friday afternoon hosting hundreds of art exhibits, restaurants and live music. There is no cost for attendance, as WCM Global Wealth will cover meals, meeting space and nightly live entertainment.
Topics Will Include
- Topics Will Include
- How to change the world through film
- Write the story of your life
- Mission + vision
- Multiplied giving strategies
- Why it’s time to retire the 401(k)
- Good, bad, ugly of real estate investing
- Trump or trumped?
- Estate planning—playing it out!
- Getting to financial simplicity
- Impact investing
- And more
Meet Our Speaker Lineup
Erik Weir
CFP®, Manager, WCM Global Wealth, LLC
Jim Blair
J.D., General Counsel, WCM Global Wealth, LLC
Naiden Kremenliev
CFO, WCM Global Wealth, LLC
Jonathan McAdams
CFA®, Senior Fund Manager, WCM Global Wealth, LLC
Jeff Stemler
CFP®, CLU, CHFC, CEXP, CLTC
Henry McMaster
Governor of South Carolina
Karen Kingsbury
New York Times Bestselling Novelist
Stephen Kendrick
Award-Winning Film Director/Producer
Bill Reeves
Founder, WTA Group
John Putnam
President, National Christian Foundation Piedmont
Live Performances by Steve Watson and Russ Long
Steve Watson
Steve Watson has performed all over the world. He has also recorded commercials for Coors, Budweiser, 7-11, Acura, Honda and Toyota. Steve is President of WatsonWood Music, Inc., Director of Jazz Studies at The Fine Arts Center, an art magnet high school in Greenville, and is an adjunct professor at Furman University.
Russ Long
Winner of the 1980 prestigious Van Cliburn Piano Scholarship Competition, Russ Long is one of the nation’s most popular and acclaimed pianists. After college, Russ embarked on a successful career a solo piano concert artist, performing on some of the most prestigious stages throughout the United States and abroad.
Additional Information
Parking
Riverplace Garage (300 River Street, Greenville, SC 29601). Parking vouchers will be provided by WCM Global Wealth.
Accommodations
Accommodations provided by WCM Global Wealth. Make reservations by April 28 by visiting the Embassy Suites web site or call (864) 263-4800 and reference WCM Global Wealth.
Attire
Business casual.
Meals
Meals provided by WCM Global Wealth.
Cost
You are our guest.
WCM Global Wealth is a proud sponsor of
MAY 12-14
Immediately following the Magnolia Summit
For more information, visit
Artisphere.org