Learn how ABEPP is educating and empowering financial professionals and the community to strategically collaborate and economically transform the Black community and how you can incorporate culturally competent financial planning strategies to help your clients and the community bridge the racial wealth gap.
Join us for a conversation around trends, new opportunities and an exploration of how practitioners in large firms can offer much more than just technical excellence. Jon's observations will be of great value to both legal and financial advisors, as well as the consultants and family office professionals who are seeking to serve more purposefully.
Relationship expert Kristin MacDermott, LMFT will take advisors through a process they can use with their clients for resetting relationships that have gotten off track and are threatening the family capital. This includes parent/child relationships, sibling relationships, partner relationships and relationships with extended family members.
Building upon the evolutionary work of Frederic Laloux in Reinventing Organizations, our Thought Leaders will introduce and layer the concept of the Teal Stage of Consciousness as a path to integrate the masculine and feminine energies and spark a conversation on how we reimagine family enterprises as a space that supports a journey to wholeness. You will walk away with a new perspective on the necessary qualities for leadership and the need to strive for wholeness at ownership level.
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.
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 life. As you begin to manage change and the resulting transitions, many clients feel the need to make a 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 have been blessed with a continuous engagement with a family where we’ve learned as much from working with them as any one theoretical construct could have taught us. In addition, over the years, both of us were able to observe the learning process and apply it to theoretical frameworks. We will outline and describe both the content and the emotional process of learning in one, three generational family system where continuous learning supports their goals for the future.