Wealth Management Speaker Series: Children & Wealth - Connecting with the Rising Generation

Many parents know about the importance of Financial Literacy, and want to introduce their offspring to the important concepts of money and wealth -- however, they often don't know when and how to best do that. Client-centric Financial Advisors can help with proactive guidance, information, and actionable tips.

Join Columbia University’s Master of Professional Studies in Wealth Management program on November 17th at 1PM EST for an interactive panel discussion with three industry-leading practitioners on how to effectively connect with and serve the “Rising Gen” of your client families.

Following the conversation, the event will be opened for a question and answer period, where attendees can ask questions directly.

Topics of Discussion Include:

The importance of introducing children to the essential concepts of money and wealth early, in constructive ways ... and the benefits for advisors in helping with that
Frontline advisor perspectives on how to best broach this topic, and time-proven tips / activities to share with clients and their offspring

Stacy Allred, Senior Managing Director and Head of Family Engagement and Governance, First Republic Investment Management
Mac Gardner, CFP®, Founder and Chief Education Officer, FinLit Tech
Oliver Pursche, Senior Vice President, Wealthspire Advisors
Moderated by: Philipp Hecker, Advisor for Columbia University’s Master of Professional Studies in Wealth Management program

As one of the seventeen prestigious schools affiliated with Columbia University, the School of Professional Studies is expanding the reach and impact of an Ivy League education so more students can take their education and careers to the next level.

We are at the epicenter of industry and innovation, with flexible programs in New York City and online. From the beginning, SPS has provided students with the knowledge, skills and strategies they need to advance their personal and professional goals.

The SPS faculty consists of renowned educators and leading-edge practitioners across every major sector. SPS is home to prominent executives and scholars who provide strategic counsel, mentor students, and cultivate partnerships between the school and the professional world.

For information about program offerings at Columbia University’s School of Professional Studies, please contact an Admissions Counselor at 212-854-9666 or [email protected].

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