Wealth and Health Equity | Why it Matters

Tuesday, December 13, 2022

12:30 PM – 1:30 PM PDT

Location: SCC: 611-614

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Level of Complexity: Overview

We hear the words Diversity, Equity, and Inclusion often, but how do we actually do something to increase equity, justice, and inclusivity in philanthropic planning with our clients, within our firms, and in our communities?

Facilitated by John Cullum, Senior Advisor with the American Heart Association, an expert panel of wealth and health leaders will share the connection between equity and health, and how increasing wealth for historically excluded individuals, particularly African Americans, will improve not only the racial wealth gap and the health of those respective individuals and their families but also the health and wealth for entire communities.

Learning Objectives:

Understand the embeddedness of the racial wealth gap in the US and its impact on health.
Learn strategies to deepen client-centered relationships with African American clients and communities.
Learn how to assist clients with their philanthropy in a way that addresses diversity, equity, justice and inclusion.
Look forward to the future of financial planning and leverage post-pandemic momentum to become a change agent and grow your firm through culturally-competent engagement strategies.

Gerald Johnson

Executive Vice President, Health Equity and Chief Diversity Officer
American Heart Association 

Slides Handouts
John W. Cullum, CFP®

Senior Advisor
American Heart Association
Ray Odom, JD, CFP®

Senior Vice President, National Director of Wealth Transfer Services
Northern Trust