Establishing a Family Financial Education Process

Nathan Dungan, Founder & President of Share Save Spend®
Oct 03, 2018 — 10:00 a.m.

Preparing future heirs for the various roles and responsibilities that come with inheriting wealth is a multilayered topic. For many families, that will likely mean adopting a more strategic approach—one that provides numerous age-based opportunities to build both qualitative and quantitative capabilities for successful and lasting outcomes. Join Share Save Spend® Founder and President Nathan Dungan as he explores how families can enhance their financial well-being.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Identify how culture shapes money habits and values
  • Discuss specific insights, tools and techniques to help foster a more collaborative learning community
  • Explain the value of creating a strategic roadmap for current and future generations

CPE Information


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