The Wealth Lab
Explore the Wealth Lab—a personalized one-hour appointment during the Powered by Us Symposium. Meet with trusted professionals matched to your goals, from getting started to planning your legacy.
Connect with the right expertise
The Wealth Lab is a special activation within the Powered By Us Symposium designed for attendees who want personalized guidance on their wealth-building journey.

While the symposium creates space for learning, connection, and conversation, the Wealth Lab offers participants the opportunity to go deeper through one-on-one working sessions with trusted financial professionals.
Whether someone is exploring homeownership, preparing a will, starting to invest, planning for retirement, protecting family assets, thinking about legacy and giving, or building a business, the Wealth Lab provides dedicated time to ask questions, review options, identify next steps, and develop a personalized plan.
Attendees may register for a Wealth Lab appointment and complete a brief intake form (below). During the symposium, participants meet one-on-one with a financial professional for a one-hour working session focused on their specific goals and circumstances. Participants are encouraged to bring questions, financial goals, and relevant documents, if applicable.
Space is limited, and attendance at the Symposium does not guarantee a spot in the Wealth Lab.
Participating experts to date (more to come)
Chasity Grice
Probate & Estate Planning Attorney, The Estate & Family Law Group
Myra McCaskill
CPA, Real Estate Economist & Expert