19
May
Webinar: When Families Collide
Description
Financial planning often touches more than your wallet—it affects relationships, roles, and values within the family. When Families Collide: Navigating Family Dynamics in Financial Planning with Kay Anderson and Patrick Ryan will explore the challenges that arise when finances intersect with family life, from adult children taking on decision-making roles to disputes among heirs or navigating blended households. Participants will gain practical tools, communication techniques, and strategies to approach these situations with empathy and clarity, helping families move forward together while honoring everyone’s needs and perspectives.