Thoughtware

Webinar 10/03/2018

Establishing a Family Financial Education Process

Presenters/Authors
Nathan Dungan, Founder & President of Share Save Spend®
Date
10/03/2018 - 10:00 a.m.
Mom and daughter cooking

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

I​f you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at training@bkd.com or 800.472.2745.​ Click here to read the CPE FAQs.

CPE NASBA LogoBKD, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.