Combating the Demographic Age Shift: Strategies for Engaging the Next Generation of Estate Planning Leaders
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This event takes place from 4:00 pm ET - 5:00 pm ET.
Estate planning councils across the country are experiencing a demographic age shift in both membership and leadership. As seasoned professionals retire and fewer practitioners also step into volunteer and board roles, councils face critical questions about sustainability, engagement, and relevance.
Participants will explore the impact of generational transitions on council governance, programming, membership growth, and long-term vitality. Through facilitated discussion, peer exchange, and practical strategy development, attendees will gain actionable tools to attract, engage, and retain emerging professionals while honoring the legacy and experience of long-standing members.
Key discussion areas include:
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Understanding generational expectations and engagement styles
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Rethinking programming to appeal to multi-generational audiences
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Developing intentional pipelines to both membership and leadership
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Leveraging mentorship models
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Modernizing communication and marketing strategies
Participants will leave with strategies to ensure their council remains vibrant, inclusive, and sustainable for years to come.