Guest Speaker: Sara Southwood, Director of Client Engagement, 21/64
Host: Kristin Keffeler, MSM, MAPP, Principal, Illumination 360 & PPI Dean of Family Sustainability & Empowerment
Description: Important conversations can be difficult, especially when emotions run strong, stakes are high, and opinions vary. Whether they are planned or spontaneous, developing skills and experience to have important conversations effectively helps ensure a more open, honest and direct dialogue. In this informative and interactive session, explore why these conversations are so difficult and learn the steps and practice the skills for approaching these conversations differently so that you as the advisor can be the agent of change to help families can make great decisions together.
Introduction to Our Guest Speaker
Sara Southwood is Director of Client Engagement at 21/64. She brings over 11 years of financial services and private wealth experience to her work engaging individuals, families, and organizations in multigenerational conversations. As a 21/64 Certified Advisor and next gen herself, Sara is passionate about helping clients discuss the challenging topics of family, money and making decisions together based on their individual and shared values.
Sara began her career in the hedge fund industry, first as a hedge fund analyst at MIO Partners, the investment office of McKinsey & Co., and then as Director and Head of the Business Development Support Team at HedgeServ, a leading hedge fund administrator. Her understanding of investment strategies, work in business operations and passion for working with families led her to join the Redwoods Initiative, where she created financial learning plans and led investment education workshops to empower individuals and families in private wealth.
Sara earned a B.A. in International Political Economy from Fordham University. She is currently completing postgraduate course work at the Ackerman Institute for the Family in New York City as well as working towards her CTI Co-Active Coach certification. In addition, she has experience as an MBTI Certified Practitioner and a Certified Financial Education Instructor. Originally from the Midwest, Sara now calls New York City home and enjoys traveling and scuba diving.