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Financial Well-Being Education

On demand | Family money talks

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In affluent families, wealth sometimes transfers without all the wisdom that goes along with it, leaving the next generation unprepared to manage it. Learn how to use the family money talks approach to hold engaging and productive conversations about wealth without discussing assets.

Date: February 11, 2025

Time: 2 pm, ET

Duration: 45 minutes

Speaker: Rob Kelley, AIF®, CPFA®, Director of Financial Wellness and Consulting

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Event description.

Date: January 25, 2022

Time: 10 pm, CT

Duration: 50 minutes

Speaker(s):

First Name, title, certifications, Company Name

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