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Financial Well-Being Education

Webinar | Family money talks

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: 60 minutes

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

Event description.

Date: January 25, 2022

Time: 10 pm, CT

Duration: 50 minutes

Speaker(s):

First Name, title, certifications, Company Name

Business woman or lawyer accountant working financial investment on office. insurance protective hand over house for protection and care, Concept of home and real estate Property insurance.

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