Wealth Management Speaker Series: Children & Wealth - Connecting with the Rising Generation
Many parents know about the importance of Financial Literacy, and want to introduce their offspring to the important concepts of money and wealth -- however, they often don't know when and how to best do that. Client-centric Financial Advisors can help with proactive guidance, information, and actionable tips.
Join Columbia University’s Master of Professional Studies in Wealth Management program on November 17th at 1PM EST for an interactive panel discussion with three industry-leading practitioners on how to effectively connect with and serve the “Rising Gen” of your client families.
Following the conversation, the event will be opened for a question and answer period, where attendees can ask questions directly.
Topics of Discussion Include:
- The importance of introducing children to the essential concepts of money and wealth early, in constructive ways ... and the benefits for advisors in helping with that
- Frontline advisor perspectives on how to best broach this topic, and time-proven tips / activities to share with clients and their offspring
Panelists
- Stacy Allred, Senior Managing Director and Head of Family Engagement and Governance, First Republic Investment Management
- Mac Gardner, CFP, Founder and Chief Education Officer, FinLit Tech
- Oliver Pursche, Senior Vice President, Wealthspire Advisors
- Moderated by: Philipp Hecker, Advisor for Columbia University’s Master of Professional Studies in Wealth Management program
The Wealth Management Speaker Series is brought to you by Columbia University’s Master of Professional Studies in Wealth Management program. Uniquely designed to educate working professionals, this 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for the CFP certification.
For questions, please contact [email protected].
For additional information about program offerings at Columbia University’s School of Professional Studies, please contact an Admissions Counselor at 212-854-9666 or [email protected].
