Presentation Scheduled for Monday, 1:10-2:10 pm
Pending CE Approval: 1 CIMA, .75 CLE Stnd
Approved CE: 1 CFP, 1 NASBA/CPE, 1 MN insurance, 1 WI insurance
Preparing future heirs for the various roles and responsibilities that come with inheriting wealth is a multi-layered topic. For many families, that will likely mean moving beyond an “event” mindset (addressing it one or two times a year at family gatherings) and adopting a more strategic approach—one that provides numerous age-based opportunities to build and nurture qualitative and quantitative capabilities for successful and lasting outcomes. In this learning session Nathan Dungan, founder and president of Share Save Spend®, will utilize a case study to demonstrate how he is working with families to proactively educate and equip current and future generations for a variety of opportunities and responsibilities. Nathan will share insights on some of the successes and shortcomings families are experiencing, as well as, discuss various tools and techniques his organization is using to help families foster a more collaborative and supportive learning community; critical elements to enhance their financial wellbeing.