Secure the Village: **FEW TICKETS LEFT **
One Tribe Experiences presents: Secure the Village: Financial & Legal Empowerment for Every Parent
Plan with confidence. Protect what matters. Grow with intention.
Event Overview
Whether you're planning for your first child or preparing for college and beyond, having a financial and legal plan is one of the most important ways to protect your family.
Secure the Village is an expert-led evening designed to give parents the clarity, confidence, and tools they need to build financial strength and legal security—with support from top professionals at Bernstein Wealth and Buchanan Ingersoll & Rooney.
You’ll learn how to:
Make smart, values-based financial decisions
Create legal plans that reflect your life and protect your children
Plan for legacy and long-term wealth transfer
Understand key tools like wills, trusts, guardianship, and asset protection
This event is approachable, and relevant for all parents—expecting, new, seasoned, solo, or co-parenting.
Event Schedule
6:30 – 7:00 PM
Reception & Community Connection
Enjoy light bites and connect with fellow parents
7:00 – 7:20 PM
Let’s Talk About It: What It Really Means to Secure the Village
Roselvin S. Edelman (Buchanan Ingersoll & Rooney) and Lydia Pinnell-Lawrie (Bernstein Wealth) open the evening with a conversation about why financial and legal planning is often left out of family discussions—and why that needs to change. Together, they’ll explore how bringing these topics into the conversation can create clarity, protection, and lasting stability for every kind of family.
7:20 – 7:40 PM
Your Financial Plan, Demystified
with Lydia Pinnell-Lawrie, VP of Wealth Management, Bernstein Wealth
Topics include family financial strategy, values-based planning, legacy building, and charitable giving.
7:40 – 8:00 PM
Protecting What Matters Most
with Roselvin S. Edelman, Shareholder, Buchanan Ingersoll & Rooney
Learn how to set up guardianship, structure your estate, and use legal tools to protect your assets, children, and intentions.
8:10 – 9:10 PM
Coterie Circles: Small Group Breakouts with Experts
Sit down with attorneys from Buchanan Ingersoll & Rooney and advisors from Bernstein Wealth for deeper conversation, personalized questions, and real next-step guidance in a small group setting.
Key Legal & Financial Topics You'll Be Introduced To
Guardianship & Estate Planning
How to legally plan for your children's care and long-term well-being.
Trusts, Titles & Protection
What to know about structuring ownership to minimize risk and avoid legal delays.
Homeownership & Legacy
How to treat your home as a strategic asset—protecting equity or passing it on intentionally.
Liability & Asset Protection
Understanding legal shields like trusts, LLCs, and homestead protections.
Wealth Transfer & Giving
Tools to pass wealth efficiently and give with impact.
Get to Know the Experts
Lydia Pinnell-Lawrie is Vice President of Wealth Management at Bernstein Wealth. She helps families build and preserve their financial legacy through personalized strategies rooted in values, long-term vision, and philanthropic goals.
Roselvin S. Edelman is a Shareholder at Buchanan Ingersoll & Rooney, specializing in estate planning, probate, and asset protection. She brings clarity and compassion to legal planning, guiding families through decisions that secure both their loved ones and their legacies.
Pricing
Early Bird General Admission – $40
Secure your seat early and save—space is limited, and full ticket pricing increases to $75 after the Early Bird window closes.
Includes access to panel, keynotes, breakout Coterie Circles, reception, and light bites.
Price increases to $75 after June 6.
Who Should Attend
Parents at all stages—whether you’re expecting your first child, building your financial foundation, managing family transitions, or planning for college and legacy.
Location
One Tribe
Edgewater Miami
2200 Biscayne Boulevard, 2nd Floor, Miami, FL, 33137