Wondering how to prepare yourself for what issues might arise when broaching the subjects such as multigenerational success, legacy planning, or philanthropic engagement? Already experiencing client situations that have emotional content and feel complex? And more recently, are you trying to facilitate these conversations online? These programs help make the invisible dynamics of a system visible to you as an advisor and facilitator of important discussions, online and in-person.
In this training we’ll spend time challenging one of the oldest and most entrenched taboos- money. This training provides easily accessible ways to talk about money with your clients, donors, and fund holders. Observe how your own money story informs or inhibits your money conversations with clients and practice facilitating money tools to add value to client conversations around wealth, legacy, and philanthropy planning. This training will also prepare you to support clients questioning how to have these conversations with their children.
Time to consult with participants in pairs and small groups allows you to address your specific challenges and tap into the wisdom of the group.
BENEFITS FOR PARTICIPANTS
- Personal discovery of your values around money
- Research and tools for talking about wealth with others
- Explore facilitating conversations around wealth and privilege
- Acquire fresh facilitation techniques for how to build engagement on-screen and off
- Case studies and time to consult with peers
- Interact in small groups and expand your network
Registration Coming Soon
Next Training Dates: Coming Soon
The trainings will held in four video sessions over the course of four days.
Talking About Money
Day 1: 1:00-4:00pm ET*
Day 2: 1:00-4:00pm ET*
Day 3: 1:00-4:00pm ET*
Day 4: 1:00-4:00pm ET
*We will hold optional Office Hours + Community Connection for 30 minutes after the sessions Day 1, Day 2 and Day 3.
Materials: You will receive pre-training details both electronically and in hard copy. Agenda, bios, pre-reading, and additional logistics will be shared via email and on our virtual platform 21/64 Connect. The hard copy tools you'll use during the training will be shipped to the address input below.
Payment and Fees:
Fees: Tuition includes the training, hard copy tools, electronic resources, and shipping costs within the United States.
For Profit Professionals: $2350
Non Profit Professionals: $1750
*Shipping and handling for tools may be charged separately for attendees outside the United States.
Space is limited and training is filled on a first-come first-serve basis.
Cancellation
We understand life happens. If you cancel more than 60 days prior to the training, your registration can be refunded in full. All cancellations within 60 days are nonrefundable. We will try to take into account any extenuating circumstances that result in cancellation and may allow your fee to be applied to a future training within 12 months. We cannot guarantee fee postponement beyond 12 months of the originally planned training.
Questions?
If there’s anything you would like to discuss or if you have questions please don’t hesitate to reach out. We look forward to hearing from you!
Next Training Dates Coming Soon. Please contact us at [email protected] for more information.

Talking About Money – July 2022
$1,850.00 – $2,450.00
Description
Additional information
Select Registration Option: | Managing Family Dynamics – For-Profit Professional, Managing Family Dynamics – Non-Profit Professional, Talking About Money – For-Profit Professional, Talking About Money – Non-Profit Professional |
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Jen Laun
CFP ®
Jen Laun
CFP ®
Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP
Roy Kozupsky, Partner in Private Client Department of Moses & Singer, LLP
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
201 Training Participant
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