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Rodney “Rod” C. Zeeb, JD, HDP™, is a dynamic and sought-after speaker known for his engaging and insightful presentations at professional conferences and family-focused events. With a wealth of experience working alongside both families and the professionals who support them, Rod brings a unique blend of wisdom, humor, and real-world expertise to every stage. His passion for helping others navigate the complexities of family dynamics and legacy planning makes him not just a speaker, but an inspiring guide, empowering audiences with knowledge and practical strategies to build lasting success across generations.
Rod has over three decades of experience in estate planning, charitable planning, and multigenerational wealth transfer and is recognized internationally for his contributions to the field. Among the major national conferences and events Rod has spoken to are Pershing’s INSITE Conference, MDRT, NAIFA, Kingdom Advisors, Securities Industries and Financial Markets Associations (SIFMA), NAPFA, United Way of America National de Tocqueville Conference, FPA (national and regional groups), International Association of Advisors in Philanthropy, National Association of Charitable Gift Planners, and many others and he typically receives the highest speaker evaluations.
Rod is the host of the “Trusted Advisor” podcast, speaks on issues related to multi-generational planning, is the author of Beating the Midas Curse (now in its 3rd Edition) and Family Stewardship,and co-author of the novelWhat Matters.
2025.10 - 2nd Annual Mastering Multigenerational Wealth Conference | Orlando, FL
2025.07 - Purposeful Planning Institute’s 2025 Rendezvous | Topic: Moving Beyond Flat to Rising Gen Up | Denver, CO
2025.06 - The Jewish Federation of Sarasota-Manatee | Topic: TBD | Sarasota, FL
2025.05 - Gulf Coast Community Foundation Donor Appreciation Dinner
2025.03 -Griggs Wealth Management Client Event | Topic: Preparing Your Children & Grandchildren to Protect, Manage, and Grow the Inheritance They Will Receive | Denver, CO
2025.02 - 2025 AIP (Advisors in Philanthropy) | Topic: Elevating Beneficiary Well-Being: A Shift from Distribution to Empowerment-Centered Planning
2024.10 - Annual Mastering Multigenerational Wealth Conference
2024.09 - Fall 2024 AFHE (Attorneys for Family-Held Enterprises) Conference | Topic: Effective Intergenerational Communication is Vital in the Business and within the Family: The Secret is in the P’s | Litchfield Park, AZ
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With a style similar to your most trusted friend and confidant, Lori has been working together with families and training professionals for over 25 years with a focus on successful multigenerational family wealth and leadership transitions. Lori’s speaking engagements include local and national events including the International Association of Advisors in Philanthropy, FPA Northeast Wisconsin, Fox Valley Estate Planning Council, Keller Williams Real Estate Group, Fox Valley Senior Resource Network, Women & Investing Workshop, First Global WIN, and other organizations who have enjoyed her interactive and engaging presentations.
In addition to her training and speaking, Lori is also the co-author of the book, unPrepared: Heirs at Risk and several white papers.
We’d love the opportunity to connect. Let’s start a conversation and explore how we can bring value to your next event.