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Giving and Sharing Planning

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Guest Speaker: Peggy F. Frye CFP®, MS, Registered Life Planner®, Certified Financial Transitionist®, Kolbe Certified™ Consultant

Host: Susan Bradley, Founder, Sudden Money Institute, PPI Dean of Transitions

Description:  When life events occur, many aspects of your clients’ well-being may begin to shift. Just one major change can have a ripple effect into several key areas of life.  As you begin to manage change and the resulting transitions, many clients feel the need to make gifts or share resources.

We have found from experience that you’ll be best served if you and your clients take time to craft a very personal plan to ensure gifting decisions have the desired impact and reach the right people or causes.

We are pleased to share our FTI Giving and Sharing Workbook with the PPI community to help clients answer key questions regarding gifts:  To Whom, How Much, How and When.  The workbook will be made available to PPI members and registered webinar guests.  

We use this material to help sort through competing goals, disagreements between family members, and at times some previously unspoken strong feelings.

Introduction to Our Guest Speaker

Peggy F. Frye CFP®, MS, Registered Life Planner®, Certified Financial Transitionist®, Kolbe Certified™ Consultant

Peggy Frye formed Glenayr Family Advisors LLC, in 2011 after a career in Private Banking working with high-net worth families, business owners, private equity firms, and real estate entrepreneurs. The Firm’s mission is to advise individuals and families going through major changes with the goal of making confident choices without regret. 

Peggy is specifically skilled and trained to work with families whose members experience life transitions such as divorce, loss of a spouse, sale of a business, retirement, inheritance, and other important life transitions.  She has also been trained to help individuals proactively plan their lives and navigate complex family issues. 

She has been a Certified Financial Planner® since 1996 and achieved the Registered Life Planner® designation in 2009 from the Kinder Institute.  She received her Certified Financial Transitionist® designation from the Sudden Money® Institute in 2012 and her Kolbe Certified™ Consultant designation in 2020.  Peggy also continues to work with Navigating Systems in Washington, DC to help families identify ways individual family members can freely use their strengths in a family system.

In addition managing her firm and working with individuals and families, she is a member of the Sudden Money® Institute faculty, training and coaching other advisors using the Institute’s unique tools for working with clients in transition.

Peggy holds a Master of Science from Fordham University and Bachelor of Science from Southeastern Louisiana University.  Peggy resides with her husband on Glenayr Farm in central Virginia where they raise Champion Airedale Terriers and Angus cattle.  She met her husband while playing ice hockey in a men’s summer league, and both have continued to enjoy ice hockey.

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November 30, 2021

@ 12:00 pm

1:00 pm