From Ideas to Action

Implementing Education With Affluent Families

May 16th, 2023 

8:30AM PT  |  10:30AM CT  |  11:30 AM ET

*Advisor-focused webinar. Limited seats available!*

This advisor-focused webinar will introduce you to key steps and tips on how to implement an education plan with affluent families. This education plan can be used as a tool to engage with the NextGen family members and develop responsible stewards of wealth.

In this session, we will share how advisors working with affluent families can guide them in establishing an education action plan that connects with their values and family goals while supporting key knowledge areas essential for NextGen beneficiaries.

  • Advisors to NextGen clients.
  • Family office leaders and professionals.
  • Professionals interested in education for family businesses and affluent families .
  • Technical experts supporting Ultra-high-net-worth (UHNW) families.
  • UHNW family champions.
  • When and how to introduce wealth education with families
  • Tips on building the right mindset for NextGen education.
  • How to support families through overcoming education challenges.
  • Unique advisor tools to engage with families through learning:
    • Personal Education PlanTM for families
    • Step by step guided action plan for advisors
  • A special offer from Tamarind Learning