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We Need to Talk: A Client’s Perspective on The Emotional Side of Wealth

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Guest Speaker: Jennifer Risher, Author of “We Need to Talk: A Memoir About Wealth,” Speaker, Philanthropist, Investor, Co-founder of #HalfMyDAF

Host: Dr. Jamie Traeger-Muney, Founder, Wealth Legacy Group

Description: Get an intimate, personal look at the human side of wealth and examine your own relationship with money. In conversation with Jamie Traeger-Muney, Jennifer Risher will share her story and discuss the importance of having money conversations as a way to connect, learn, and build stronger, more trusting relationships with clients.

Introduction to Our Guest Speaker

Jennifer Risher is on a mission to move money out of the taboo category and help us have much-needed conversations about the emotional side of money. Her book, “We Need to Talk: A Memoir About Wealth” tells her story and explores the impact of wealth on identity, relationships, and sense of place in the world. Jennifer was born in Seattle, Washington, grew up in Oregon, and graduated from Connecticut College. She and her husband, David, have two daughters and live in San Francisco, where David is CEO of Worldreader, a nonprofit he cofounded to create a world where everyone is a reader. Last year, in response to COIVD, Jennifer and David launched #HalfMyDAF challenge, which has now inspired over $17 million in charitable giving from donor advised funds. 

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November 2, 2021

@ 12:00 pm

1:00 pm