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Building the Skills and Preserving the Spark: The Young Americans Center for Financial Education

Research shows that a large percentage of people of all ages, incomes, and education lack the basic financial knowledge and skills to ensure long-term stability for themselves and their families.  It is never too early to teach children about money. Young Americans Center for Financial Education uses hands-on programs and real-life experiences build life skills, work skills, and financial self-sufficiency in nearly 60,000 youth every year.  It is also the home to Young Americans Bank and an incredible array of award-winning nonprofit programs, all designed to teach young people 21 and under about finances, economics, and business.  You’ll learn about the impact they are having and how you and your clients can benefit from their programs.

By | June 20th, 2017|Purposeful Next-Gen Collaboration|

The Stories We Tell Ourselves: Overcoming Obstacles Related to Inheritance

Scott Gornto, MDIV, LMFT, CST, author of The Stories We Tell Ourselves™, joins us for a conversation on overcoming the stigmas and common challenges inheritors face.  We discuss how advisors can help inheritors overcome negative fear-based narratives that hold them back from being successful, explore ways in which we can shift the story of success that they have in their head (based on the family narrative) to a narrative that they own, and by doing so create a new story of success and achievement that has a realistic plan for success.

By | June 13th, 2017|Purposeful Next-Gen Collaboration|

The Future of the Estate Planning Profession

John J. “Jeff” Scroggin is one of the most innovative and visionary estate planning attorneys you’ll ever meet or hear. Many credit Jeff with pioneering the powerful “Incentive Trust” concept. He also is the creative force behind the “Family Legacy Letter”. In this conversation, he discusses why clients are demanding that their planning team focus on preserving and protecting the family rather than just managing the assets and how advisors can meet this demand.

Why It is Important to Define the Purpose of the Family Wealth

This teleseminar addresses how we help clients identify their most deeply cherished values and how to reconcile family member differences. Bhaj also discusses how to put impact into practice in taxable and tax-advantaged accounts. We address various investment strategies in the public equities and fixed income markets as well as private debt, equity and real estate opportunities that make an impact.

By | May 23rd, 2017|Intersections, Purposeful Conversations, Technical Corner|