Our goal is to help our clients and their families thrive professionally and personally.
These events are designed to provide timely education on topics to help build financial confidence & empower you
with tools to stay engaged and plan for your future.
Register for our upcoming events below and connect with us on your favorite social sites.
Upcoming Events
Student Loans –
Crash Course with Gradfin (What You Need to Know)
THURSDAY, june 8th, 2023
11:30AM
EVENT TYPE:
Education
TOPIC:
Hear from Gradfin student loan expert on the latest info on student loan forbearance and forgiveness and how to get strategic with student loans as a savvy education planning tool even for those with high net worth.
WHO:
Clients + Friends & Family
Tough Talks-
(Navigating difficult conversations with family)
september, 2023
registration coming soon
Event Type:
Education
Topic:
Discussing difficult topics, like finances and healthcare, with aging parents and siblings can be scary, challenging & confrontational.
Don't wait for conflict or a big decision to practice communication skills with your family. Hear from our family communication expert, Fern Pessin, on how to start and navigate difficult conversations. Learn strategies to encourage good communication, what it takes to get the whole family involved & keep moving forward together.
Who:
Clients + Friends & Family