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Age Healthy, Wealthy & Wise

Date: April 24, 2018

Time: Noon ET (60 Minutes)

Guest Speaker: Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer, Ballentine Partners, LLC

Host: Kirby Rosplock, Ph.D., Founder, Tamarind Partners, Inc.

People are living longer than ever, but are we living better than ever? Is there anything we can do when we’re younger to make sure our last years are the best they can be? Chief Wealth Advisory Officer and author Coventry Edwards-Pitt will be talking about how to Age Healthy, Wealthy & Wise. Based on her book, Aged Healthy, Wealthy & Wise, Covie will share insights from elders who are living vibrant lives and show attendees where to start the planning process for themselves.

Covie is a Partner and the Chief Wealth Advisory Officer at the firm.  In her role, Covie is responsible for thought leadership for the firm, including the development and management of the firm’s family education, family governance, and philanthropic offerings.  Covie also leads several of the firm’s large family client engagements and manages all aspects of her clients’ financial affairs, including their investment portfolios, tax and estate planning, insurance needs, philanthropic planning, and liquidity planning.  Covie specializes in helping her clients to manage the impact of their wealth and ensure that their comprehensive wealth management strategy reflects their families’ values and goals. Learn more about Coventry Edwards-Pitt and her books, the Healthy, Wealthy & Wise Collection.

Introduction to Our Guests Speaker

Covie is a Partner and the Chief Wealth Advisory Officer at the firm.  In her role, Covie is responsible for thought leadership for the firm, including the development and management of the firm’s family education, family governance, and philanthropic offerings.  Covie also leads several of the firm’s large family client engagements and manages all aspects of her clients’ financial affairs, including their investment portfolios, tax and estate planning, insurance needs, philanthropic planning, and liquidity planning.  Covie specializes in helping her clients to manage the impact of their wealth and ensure that their comprehensive wealth management strategy reflects their families’ values and goals. Learn more about Coventry Edwards-Pitt and her books, the Healthy, Wealthy & Wise Collection.

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Teleconferences & Webinars

Tuesday, April 3rd
Noon ET (60 Minutes)
Leadership Succession in Family Foundations: Don’t Stress, You Have Options!
Ashley Fontanetta, Vice President, Philanthropic Services, Whittier Trust
Pegine Grayson JD, CAP® SVP, Philanthropic Services, Whittier Trust

Tuesday, April 10th
Noon ET (60 Minutes)
Raising Purpose-Driven Children
Elizabeth Lombardo, Ph.D., Speaker, Psychologist and Best Selling Author 

Tuesday, April 17th
Noon ET (60 Minutes)
Mitigating Trustee Risk and Avoiding the Courtroom
Judith L. Pearson, President + CEO, Nomadx Solutions, LLC

Tuesday, April 24th
Noon ET (60 Minutes)
Age Healthy, Wealthy & Wise
Coventry Edwards-Pitt, CFA, CFP®, Chief Wealth Advisory Officer, Ballentine Partners, LLC

By |2018-03-27T14:55:03+00:00March 27th, 2018|Intersections, Leadership, Coaching & Growth, Purposeful Conversations|