BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ddaysoftware.com//NONSGML DDay.iCal 1.0//EN BEGIN:VEVENT DESCRIPTION:\n.green-btn {\n background-color: #76bc21\;\n color: white\; \n padding: 14px 28px\;\n font-size: 18px\;\n font-weight: bold\;\n te xt-decoration: none\;\n border-radius: 6px\;\n display: inline-block\;\n transition: background-color 0.3s ease\;\n}\n.green-btn:hover {\n backg round-color: #5a9618\; /* darker green on hover */\n}\n \n DATE: Wed.\, O ct. 28\n \n TIME: 8:30 a.m.-4:30 p.m.\n \n LOCATION: Canopy Realtor(R) A ssociation\, 1120 Pearl Park Way\, Charlotte\, NC 28204\n \n \n Register for E3 Summit\n \n Building wealth is about more than buying and selling property\; its about creating opportunities that last for generations. Can opys Diversity and Inclusion Alliance invites you to explore practical str ategies that help clients build\, protect\, and preserve wealth while bett er serving the diverse needs of our community.\n \n Through expert-led di scussions\, attendees will gain valuable insights into topics including he irs property\, wills\, trusts and estates\, financial planning strategies\ , and the critical role these tools play in preserving homeownership and g enerational wealth. The program will also examine fair housing considerati ons when working with clients with disabilities and those with special nee ds\, equipping Realtors(R) with the knowledge to provide more inclusive\, accessible\, and ethical service.\n \n Whether youre looking to better ed ucate your clients\, expand your expertise\, or strengthen your role as a trusted real estate advisor\, this event will provide actionable informati on and meaningful connections to help you make a lasting impact.\n \n \n GOALS AND FOCUS FOR THE SUMMIT\n \n EMPOWER Realtors(R) with knowledge an d resources to help individuals and families build\, preserve\, and transf er wealth through homeownership and estate planning.\n EDUCATE Realtors(R ) on heirs property\, wills\, trusts\, estates\, and financial strategies that can help you and your clients protect real estate assets.\n EXPAND a ttendees knowledge of fair housing requirements and best practices for wor king with clients with disabilities and special needs.\n EQUIP attendees with practical tools and resources to become trusted advisors who help cli ents navigate complex ownership and wealth preservation issues.\n ENGAGE with Summit speakers and peers to foster meaningful connections\, gain exp ert insights\, and collaborate on strategies that promote wealth building\ , fair housing\, and inclusive service.\n \n \n WELCOME INTRODUCTIONS\n \n Joan B. Goode\n President\, Canopy Realtor(R) Association\, Canopy ML S\, Canopy Housing Foundation\n \n TOPICS/SPEAKERS\n \n \n Session 1: Estate Planning Essentials: Helping Protect Property and Generational Weal th\n \n \n Attorney Claudia Soto\, Soto Law Firm\, will provide R ealtors(R) with a practical overview of estate planning and its role in pr otecting and preserving generational wealth. Attendees will learn about es sential estate planning documents\, common issues that can affect the owne rship and transfer of assets\, including real estate\, and risks when ther e is no estate plan.\n \n Presented by Claudia Soto\, NC Attorney/O wner\, Soto Law Firm\n \n \n \n \n Session 2: Understanding Heir s Property and Protecting Generational Wealth\n \n \n Learn how h eirs property can affect families\, homeownership\, and the transfer of re al estate from one generation to the next. Attorney Thomas Mitchell\, prop erty law scholar and principal drafter of the Uniform Partition of Heirs P roperty Act (UPHPA)\, will explain the challenges associated with heirs pr operty\, strategies for protecting and preserving family-owned real estate \, and what Realtors(R) should know to better recognize and understand the se issues when working with clients.\n \n Presented by Thomas Mitch ell\, Attorney\, and Robert Drinan\, S.J.\, Professor and Director of the Initiative on Land\, Housing Property Rights at Boston College of Law\n \n \n \n \n Session 3: The Four Cornerstones of Financial Plannin g - Building Protecting Your Wealth\n \n \n Just as every strong home starts with a solid foundation\, so does your financial future. This session will focus on getting your financial house in order through four key cornerstonescash management\, protection\, investments\, and tax and e state planningand how they work together to help you build\, protect\, and preserve wealth for today\, tomorrow\, and the next generation.\n \n Presented by Blanche Cheeley\, RICP(R)\, Prudential Advisors\n \n \n \n \n Q A with Panel of Experts: Moderated by Joan B. Goode\n \ n \n Representatives from leading industry organizations\, includin g Asian Real Estate Association of America (AREAA)\, National Association of Real Estate Brokers (NAREB)\, LGBTQ+ Real Estate Alliance\, and Nationa l Association of Hispanic Real Estate Professionals (NAHREP) will share in sights on the impact their organizations are making within the real estate industry.\n \n \n \n \n \n Session 4: Effective Communication by th e Division of Services for Deaf and Hard of Hearing\n \n \n This session provides Realtors(R) with practical strategies for delivering acce ssible and inclusive service to Deaf\, DeafBlind\, and Hard of Hearing cli ents. Topics include communication preferences and working with sign langu age interpreters.\n \n Presented by the Division of Services for Th e Deaf and The Hard of Hearing\, NC Department of Health and Human Service s\n \n \n \n \n Session 5: Windows Into Vision Loss\n \n \n Learn practical strategies for providing an accessible and inclusive real estate experience for clients with vision loss. This session will dis cuss common terms and concepts surrounding the spectrum of vision loss as well as etiquette and best practices for interacting with clients who have vision impairment. We will also share information on accessible communica tion\, desirable home features\, and community resources.\n \n Pres ented by Susan King\, Director of Vision Rehabilitation Services\, and Eri ca Batten\, Mobility Management Program Coordinator\, Metrolina Associatio n for the Blind\, Inc.\n \n \n \n \n \n SCHEDULE\n \n \n Registrati on\, Networking and Continental Breakfast: 8:30-9 a.m.\n \n Welcome and Session 1: 9-10:10 a.m. | Estate Planning Essentials: Helping Protect Pro perty and Generational Wealth\n \n Session 2: 10:10-11:10 a.m. | Unders tanding Heirs Property and Protecting Generational Wealth\n \n Break (1 0 min.)\n \n Session 3: 11:20 a.m.-12:00 p.m. | The Four Cornerstones o f Financial Planning - Building and Protecting Your Wealth\n \n Q A wi th Panel of Experts: 12:00-12:30 p.m.\n \n Lunch (45 min.)\n \n Sess ion 4: 1:15-2:15 p.m. | Effective Communication by the Division of Service s for Deaf and Hard of Hearing\n \n Session 5: 2:15-3:15 p.m. | Windows into Vision Loss\n \n Final Remarks and Close\n \n Networking Recep tion: 3:30-4:30 p.m.\n \n \n Register for E3 Summit\n \n REGISTRATION | CANCELLATIONS | NO-SHOWS\n \n \n \n \n Canopy Realtor(R) Association m embers (primary and secondary members) no charge\; however\, a $50 no-sho w fee will be assessed for no-shows who do not cancel before the event (by Oct. 26).\n \n All other attendees $50 (Participants may cancel two ( 2) business days before the event (Oct. 26) for a refund of $50. After the deadline\, the registration fee cannot be refunded.)\n \n This event i s intended for adult attendees only. Children will not be permitted to att end.\n \n For questions please email diversityandinclusion@canopyrealto rs.com or call 704-940-3116.\n \n \n Sponsored by:\n \n \n \n \n \n Th is event is supported by grants from:\n \n .\n \n \n DTEND:20261028T163000 DTSTAMP:20261001T085204 DTSTART:20261028T083000 LOCATION:Canopy Realtor® Association\, 1120 Pearl Park Way\, Charlotte\, NC 28204 SEQUENCE:0 SUMMARY:Canopy Realtor® Association's 2026 Diversity and Inclusion Alliance E3 Summit: Educating\, Engaging and Empowering Realtors® UID:87015e77-60b3-4e25-9b81-107f1f880d66 END:VEVENT END:VCALENDAR