The No Numbers Money Talk

Having the money conversations with your family without using numbers? It is easier than it sounds when you have the right tools.

This don’t-miss virtual event will provide the Leading Generation (a.k.a. parents and grandparents) with pearls of wisdom and practical tools to help foster successful discussions around philanthropy, what happens in case of an emergency (ICE), and communicating your legacy.

These types of discussions are a wonderful opportunity to spend time with family and share values, priorities, and strengthen relationships.