Join us for Deepening Relationships Outside the Numbers, an advisor-focused session featuring Brittney Diercks, Senior Vice President of Banking Services at Fidelity Bank & Trust.

As wealth moves between generations, professional advisors have an important opportunity to better understand the values, experiences, and family dynamics shaping their clients’ decisions. Brittney will explore how generational wealth, the sandwich generation, and women’s growing role in the transfer of wealth are influencing financial and philanthropic priorities.

During this session, you will gain:

• Insight into generational and industry trends affecting client relationships
• A better understanding of women and the Great Wealth Transfer
• Perspective on how changing family dynamics can shape philanthropy
• Practical ideas for deeper conversations about investing, charitable giving, and community impact

With more than 25 years of banking experience, Brittney brings a broad perspective shaped by work in personal, mortgage, and commercial lending, organizational leadership, and professional development.

1 hour of continuing education credits for CLE and Iowa Insurance is approved. CFP credits are also approved.

In-person and virtual attendance options are available. Lunch will be served at 11:30 a.m. for those attending in person, and the presentation will begin at noon for all attendees.