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Parents often fear that talking about money will cause their adult kids to become unmotivated and entitled or change their relationship. But avoiding conversations about money poses a much greater risk. A staggering 70% of families lose their wealth by the next generation, with 90% losing it the generation after that. But talking about money in a productive way can help equip heirs to manage and sustain inherited wealth. Fortunately, financial professionals can help alleviate this problem by helping parents transfer wisdom with wealth using the Family Money Talks approach.
Date: February 13, 2024
Time: 2 pm, ET
Duration: 58 minutes
Speakers: Rob Kelley, AIF®, CPFA®, Director of Financial Wellness and Consulting
Ryan Sullivan, CFP®, CRPC®, RCC™, Vice President and Managing Director Applied Insights, Hartford Funds
