Speaking to Inspire

Ethical Wills and private documentary video producer Iris E. Wagner has spoken at numerous conferences in the U.S. and Canada since 2002, including: Opal Financial Group (Keynote), Campden Conferences, Family Office Forum (I.I.R.), Institute for Private Investors, Family Firm Institute, Purposeful Planning Institute and Family Wealth Alliance.

Iris E. Wagner’s presentations are always insightful and thought-provoking. The families’ video clips shown are very entertaining and inspiring. Quite often family members present with Iris, which adds a highly personal touch.

To book Iris E. Wagner to present at your family or advisor event kindly contact us

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Iris Wagner’s Speaking Engagements & Conferences

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2014

Bespoke Connections -Private Equity and Real Estate Meeting

Moderating Philanthropy Panel Moderating Philanthropy Panel
NYC, New York NYC, New York
June 17-18, 2014 June 17-18, 2014

Family Office Review Awards

*Excellence in Specialty Services Award Nominee
Chicago, Illinois
June 5, 2014

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C2MTL Conference

Montreal, Canada Montreal, Canada
May 27-29, 2014 May 27-29, 2014

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Wealth Dimensions

NYC, New York NYC, New York
March 4, 2014 March 4, 2014

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YES Montreal

Creative Connections Creative Connections
Montreal, Canada Montreal, Canada
January 29, 2014 January 29, 2014

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Opal Financial Group – Canadian Family Office and Wealth Management Forum

Family Legacy and the Family Office: A Look from Different Lenses Family Legacy and the Family Office: A Look from Different Lenses
Toronto, Canada Toronto, Canada
January 21-22, 2014 January 21-22, 2014

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2013

Wealth Dimensions

Elder Care Conversations Elder Care Conversations
NYC, New York NYC, New York
November 5, 2013 November 5, 2013

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International Leadership Association Global Conference

Montreal, Canada Montreal, Canada
October 30-November 2, 2013 October 30-November 2, 2013

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Tune In To YES

Montreal, Canada Montreal, Canada
October 24, 2013 October 24, 2013

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JGH & AGI Charities’ Event Scatter My Ashes At Bergdorf’s

Introduction by Iris E. Wagner, Co-Executive Producer Introduction by Iris E. Wagner, Co-Executive Producer
Montreal, Canada Montreal, Canada
October 23, 2013 October 23, 2013

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Wealth Dimensions

NYC, New York NYC, New York
September 10, 2013 September 10, 2013

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Purposeful Planning: Rendezvous 2013

Preserving Legacies with Digital Technology Preserving Legacies with Digital Technology
Broomfield, Colorado Broomfield, Colorado
August 1-3, 2013 August 1-3, 2013

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Opal Financial Group

Family Office & Private Wealth Management Forum

Preserving Legacies of Values for Next Generations Preserving Legacies of Values for Next Generations
Newport, Rhode Island Newport, Rhode Island
July 22-24, 2013 July 22-24, 2013

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Wealth Dimensions

NYC, New York NYC, New York
June 11, 2013 June 11, 2013

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Opal Financial Group – Family Office Winter Forum

A Private Wealth Series Event A Private Wealth Series Event
NYC, New York NYC, New York
March 4, 2013 March 4, 2013

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Opal Financial Group – Canadian Family Office & Private Wealth Forum

Preserving Legacies of Values For Future Generations (Keynote) Preserving Legacies of Values For Future Generations (Keynote)
Toronto, Canada Toronto, Canada
January 10-11, 2013 January 10-11, 2013

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2012

TIGER 21 Montreal Group

Guest Speaker on Preserving Legacies of Values Guest Speaker on Preserving Legacies of Values
Montreal, Canada Montreal, Canada
November 20, 2012 November 20, 2012

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Bergdorf Goodman Documentary

Scatter My Ashes at Bergdorf’s Private Screening Scatter My Ashes at Bergdorf’s Private Screening
NYC, New York NYC, New York
September 12, 2012 September 12, 2012

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Purposeful Planning Collaboration: Rendezvous 2012

Women and Legacies of Values Women and Legacies of Values
Westminster, Colorado Westminster, Colorado
August 1-3, 2012 August 1-3, 2012

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Purposeful Planning Institute

Purposeful Next-Gen Collaborations Purposeful Next-Gen Collaborations
Guest Speaker for World Wide Webinar Guest Speaker for World Wide Webinar
Denver, Colorado Denver, Colorado
March 15, 2012 March 15, 2012

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2011

A Mindful Retreat: To You, Silence is Praise

Garrison Institute, New York Garrison Institute, New York
November 28-December 1, 2011 November 28-December 1, 2011

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Private Wealth Magazine

Cultivating the Super-Rich Cultivating the Super-Rich
NYC, New York NYC, New York
October 10-11, 2011 October 10-11, 2011

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Purposeful Planning Institute

Donor Legacy: Preserving on Video how Families Give, Webinar Guest Speaker – Best Practices in Philanthropy Donor Legacy: Preserving on Video how Families Give, Webinar Guest Speaker – Best Practices in Philanthropy
Denver, Colorado Denver, Colorado
September 12, 2011 September 12, 2011

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Purposeful Planning Collaboration: Rendezvous 2011

Preserving Legacy: The Memoirs Productions Process Preserving Legacy: The Memoirs Productions Process
Denver, Colorado Denver, Colorado
August 17-19, 2011 August 17-19, 2011

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Raylign Family Gathering: The Rhythm of Family

NYC, New York NYC, New York
April 5, 2011 April 5, 2011

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Wealth Dimensions

Preserving Legacy Preserving Legacy
NYC, New York NYC, New York
April 5, 2011 April 5, 2011

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OMEGA NYC

A Time for Renewal: A Retreat for Women A Time for Renewal: A Retreat for Women
NYC, New York NYC, New York
April 1-3, 2011 April 1-3, 2011

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Fidelity Family Office Services and Massachusetts Family Business Association

Preserving Legacy Preserving Legacy
Boston, Massachusetts Boston, Massachusetts
March 8, 2011 March 8, 2011

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BB&T Wealth Management Services

Women, Wealth & Well-Being: Preserving Legacy Women, Wealth & Well-Being: Preserving Legacy
Orlando, Florida Orlando, Florida
January 26-28, 2011 January 26-28, 2011

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2010

The Wexner Heritage Foundation Alumni Retreat

Looking at Leadership Through a Kaleidoscope Looking at Leadership Through a Kaleidoscope
Chicago, Illinois Chicago, Illinois
October 29-31, 2010 October 29-31, 2010

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Family Wealth Alliance Multi-Family Office Fall Forum 2010

Luncheon Speaker on Preserving the Family Legacy Luncheon Speaker on Preserving the Family Legacy
Chicago, Illinois Chicago, Illinois
October 20-22, 2010 October 20-22, 2010

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International Women’s Forum World Leadership Conference

Water, Wealth & Power: For the Eco-Century Water, Wealth & Power: For the Eco-Century
Montreal, Canada Montreal, Canada
October 13-15, 2010 October 13-15, 2010

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BAKOL

Mindfulness Meditation & Spirituality Retreat Mindfulness Meditation & Spirituality Retreat
St-Donat, Quebec, Canada St-Donat, Quebec, Canada
April 30-May 2, 2010 April 30-May 2, 2010

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Purposeful Planning Institute

Guest Speaker for World Wide Webinar Guest Speaker for World Wide Webinar
Denver, Colorado Denver, Colorado
August 10, 2010 August 10, 2010

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2009

Family Firm Institute

Two Families Communicate Risk-Based Values to Inform Generational Decisions Two Families Communicate Risk-Based Values to Inform Generational Decisions
NYC, New York NYC, New York
September 23-25, 2009 September 23-25, 2009

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South Dakota Trust Company’s Forum on Private Family Trust Companies

Sioux Falls, South Dakota Sioux Falls, South Dakota
September 21-23, 2009 September 21-23, 2009

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The Legacy Companies

World Wide Webinar World Wide Webinar
Boston, Massachusetts Boston, Massachusetts
June 18, 2009 June 18, 2009

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Institute for Private Investors

Spring Forum for Private Investors Spring Forum for Private Investors
NYC, New York NYC, New York
May 20-21, 2009 May 20-21, 2009

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The International Association of Attorneys for Family-Held Enterprises

AFHE Annual Conference 2009 AFHE Annual Conference 2009
Charleston, South Carolina Charleston, South Carolina
April 23-25, 2009 April 23-25, 2009

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The Commonwealth Institute

Sharing the Wisdom Sharing the Wisdom
Boston, Massachusetts Boston, Massachusetts
March 31, 2009 March 31, 2009

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Family Wealth Alliance

Winter Workshop – Navigating Rough Waters, hosted by GenSpring Family Offices Winter Workshop – Navigating Rough Waters, hosted by GenSpring Family Offices
Miami, Florida Miami, Florida
February 12, 2009 February 12, 2009

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43rd Annual Heckerling Institute on Estate Planning

Orlando, Florida Orlando, Florida
January 12-15, 2009 January 12-15, 2009

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For prior years’ Speaking Engagements list, kindly

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Other organizations where Iris E. Wagner Presents:

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Citibank Global Family Office, Association of Personal Historians, CAFE, Rotary Club, Montefiore Club, and numerous professional and legal practices in North America.

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