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 [...]
Serving Culturally-Diverse Families: A Series on World CulturesSession #3: Honor Culture Panelists:Elaine King, Founder & CEO, Family and Money Matters Institute™Mariana Martinez, Director of the Family Clinic at the Bowen Center for the Study of the FamilyJerry McNabb, Principal, McNabb Advisors Isabel Miranda, Co-Managing Partner at Pearlman & Miranda, LLCDate: March [...]
Date: March 6, 2018Time: Noon ET (60 Minutes)Guest Speaker: Chris Venn, Partner, The Legacy CompaniesHost: Timothy J. Belber, JD, AEP, PPI Dean of FusionPowerful client connections are the difference between lasting, successful business relationships, or an empty meeting room. Your expertise is important, but it takes more than that to truly connect with clients - it takes a powerful [...]
When making a significant life change or career transition – there are 8 key areas to consider and address for the greatest life satisfaction and fulfillment. It is about both letting go and moving toward something new, with joyful anticipation. Health, work and contribution will figure in prominently.
At first blush, nature connection and the wisdom of indigenous and ancestral cultures may seem far removed from the needs and complexities of modern life and intergenerational planning. But nothing could be further from the truth. Connection to nature, self, and others can establish a virtuous circle that provides access to abundant and sustainable lives for individuals, families, and communities. Moreover, the family practices of nature-based cultures were born out of a need to thrive in dynamic changing environments. Jon’s unique experience and intimate knowledge of nature and community, developed and lived over 40 years, offers a sweeping perspective of what is possible for families, communities and human culture on this planet going forward. This session offers profound, yet simple insights and practices that can immediately be applied to our own lives, as well as the lives of the families we are privileged to touch, guide and inspire.