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.
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