The Rising Generation and The Myth of the Silver Spoon

Silver Spoon

August 7, 2023

at 12:00 pm EST

Guest Speaker(s):
Kristin Keffeler, MSM, MAPP, Founder, Illumination360, Chief Learning Officer, Johnson Financial Group and PPI Dean of Dean of Positive Psychology
Timothy J. Belber, JD, AEP Founder & Principal of The Alchemia Group LLC, PPI Dean of Fusion
While much has been written and discussed about the Rising Generation, Kristin Keffeler presents us a new paradigm for this generation as well as practical tools for being an effective advisor to them. Join PPI Dean of Fusion Tim Belber for an eye opening conversation and a look at the rising generation beyond the stereotypes.

Introduction to our Guest Speaker(s)

Kristin Keffeler, MSM, MAPP is a thought leader, speaker, and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money.” Kristin is the author of The Myth of the Silver Spoon: Navigating Family Wealth & Creating an Impactful Life (Wiley, 2022), an Amazon bestseller in its category.

As the founder of Illumination360 and the Chief Learning Officer for the Denver-based Johnson Financial Group, she specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration. Drawing upon her life experience as the daughter of wealth-creating parents and her years of research and private practice advising and coaching the rising generation in affluent and enterprising families, Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world, and uses a lens of strengths to help them to ignite their potential.

Keffeler brings a multi-dimensional approach to her work. She earned an undergraduate degree in human biology and chemistry, with an emphasis on human peak performance. She also holds a Master of Science in Management with a concentration in Public Health from the University of Denver, and a Master of Applied Positive Psychology from the University of Pennsylvania.

Kristin’s top character strengths are love, spirituality, gratitude, perseverance, perspective, and love of learning, which she feels grateful to use in her work every day.  She lives in Boulder County, Colorado where she rides her bike every day she can, hugs her three daughters as often as possible, laughs with her husband in all the spare moments, and works side-by-side with her dog, Olive.


Webinar Host

Timothy J. Belber, JD, AEP focuses his practice on helping self-made families align the power of their financial assets with their long-term goals for flourishing as individuals and families across generations.

After graduating from the Marine Military Academy in Harlingen, Texas, Tim earned a business degree from Wharton School at the University of Pennsylvania and a law degree at night from Seton Hall University. His commitment to law school was led by the belief that it would make him a better advisor to established families. He also holds the Accredited Estate Planner AEP®) designation.

Tim is a member of the Society of Financial Service Professionals (1983), The Legacy Wealth Coach Network (2000), The Copper Beach Tree Society (2004), a founding member of The Collaboration for Family Flourishing (2006), and a Dean for the Purposeful Planning Institute (2013). He speaks frequently on the subject of incorporating ethics and values into long term financial and estate plans. Tim is the author of The Middle Way: Using Balance to Create Successful Generational Family Wealth Transition Plans. He has published several articles on this subject and has been quoted in periodicals such as the Wall Street Journal. He is also a national recognized expert in the area of Life Insurance Portfolio Management. In addition, Tim is an Adjunct Professor of Graduate Estate Planning at the American College.

Tim has been married to Donna for 43 years and together they have been friend and guardian to numerous dogs. Tim is an avid fly fisherman, photographer, cyclist, reader, and traveler. He speaks passable Italian.

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