Events
Upcoming Events
Webinar: The Ripple Effect
A financial decision can make perfect sense on its own — and still create unintended consequences somewhere else. Investment decisions can affect taxes. Insurance choices can influence an estate plan. A change made in preparation for retirement may have implications that reach well beyond retirement itself. During The Ripple Effect: When Right Decisions Go Wrong, Samantha Webster and Kyle Kennedy will explore how these connections can sometimes be overlooked when financial decisions are made in isolation. Through relatable examples, they'll illustrate why it is important to consider not only the decision in front of you, but how that decision may affect other parts of your financial life. They'll also discuss the value of communication among the professionals you rely on — including your financial advisor, CPA, insurance professional and estate attorney — and how comprehensive planning can help keep everyone working from the same playbook.
Webinar: The Giving Dilemma
Generosity often begins with the best of intentions. But deciding how, when and whom to help isn't always simple. Should you help pay for a grandchild's education? Support an adult child who wants to start a business? Make a significant charitable gift? Pay for a special family experience? And how do you balance the desire to give today with your own financial needs and plans for the future? During The Giving Dilemma, Judith Alexander-Wasley and Jasen Gilbert will explore relatable situations that illustrate some of the financial and personal considerations behind these decisions. They'll discuss why thoughtful giving often begins by understanding what you hope your generosity will accomplish — and how considering the purpose, timing and potential impact of a gift can help families make decisions that reflect what matters to them.
Webinar: When Aging Doesn't Go According to Plan
We make plans for retirement, where we hope to live and how we imagine spending the years ahead. But aging doesn't always follow the plan we've made. A change in health, the loss of a spouse, increasing care needs or a sudden shift in independence can leave individuals and families facing decisions they hadn't expected to make. During When Aging Doesn't Go According to Plan, Jill Ciccarelli Rapps will discuss ways families can prepare before a need arises, including important conversations to have, people who may need to be involved and resources to consider. The goal isn't to predict every possibility. It's to think ahead about what may be needed so that when circumstances change, families have a place to begin.
Webinar: Breaking the Third Generation Curse
“Shirtsleeves to shirtsleeves in three generations” describes a familiar concern: one generation builds wealth, the next maintains it and, by the third, much of it may be gone. But why? During Breaking the Third Generation Curse, Paul Ciccarelli and Patrick Ryan will look beyond the saying to explore some of the reasons family wealth can be difficult to sustain across generations. They'll discuss the roles communication, financial education, preparation and shared family values can play — and why preparing the people who will eventually inherit may be just as important as preparing the assets themselves. For families thinking about what they hope to pass along, the conversation is about more than transferring wealth. It's also about helping future generations understand the responsibility that comes with it.
Webinar: Tag You're It - When Financial Responsibility Changes Hands
At some point, the person who has always managed the family's financial life may need someone else to step in. Sometimes that transition happens gradually. Other times, an illness, accident, loss of a spouse or other unexpected event can make the change much more sudden. During Tag, You're It: When Financial Responsibility Changes Hands, Kay Anderson and Josh Espinosa will discuss what families can do before that moment arrives — from identifying who may eventually take on responsibilities to making sure important information, contacts and documents can be found when they're needed. They'll also explore what happens when the transition actually occurs and why conversations held in advance can make it easier for the next person to understand what needs to be done. Because when responsibility changes hands, knowing where to begin can matter.
Webinar: Money Lessons That Pay Off
No one is born knowing how to manage money. We learn from our families, our experiences, our successes — and sometimes our mistakes. And some of the simplest lessons can have an impact for years to come. During Money Lessons That Pay Off, Steven Merkel and Jack Breton will explore foundational financial habits and ideas that can help shape the way we make decisions throughout our lives. From paying yourself first and building good saving habits to understanding spending choices and the value of starting early, they'll discuss lessons that can become more powerful with time. They'll also consider the role families can play in passing financial knowledge from one generation to the next — because an important money lesson learned early can continue paying dividends for years to come.