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.
You may join for both trainings or register separately for Managing Family Dynamics or Talking About Money.
Managing Family Dynamics:
In this training you will learn to look at client situations using a family systems approach to illuminate how everyone is intrinsically and powerfully connected to our families of origin and to bring awareness to the complex dynamics embedded within each family or group system. We’ve curated key theories in the field and will train you on tools to help you comfortably navigate conversations and decision-making with your donors and clients. You will experience this work personally by examining your own family system and move to facilitating tools you can use with others.
Talking About Money:
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 in both trainings allow you to address your specific challenges and tap into the wisdom of the group.
BENEFITS FOR PARTICIPANTS
Managing Family Dynamics:
- Advanced family systems and group dynamics skills
- Understanding building blocks of family systems theory
- Personal discovery of your family system
- Applying theory to your professional practice
- Acquire fresh facilitation techniques for how to build engagement on-screen and off
- Interact in small groups and expand your network
Talking About Money:
- 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
Next Training Date:
Managing Family Dynamics: April 6, 7, and 8, 2021
Talking About Money: April 13, 14, and 15, 2021
The trainings will held in three video sessions over the course of 3 days.
Managing Family Dynamics
April 6, 12:45-2:45 pm ET (120 minutes)
April 7, 1-3 pm ET (120 minutes)
April 8, 1 -3 pm ET (120 minutes)
Talking About Money
April 13, 12:45-2:30 pm ET (105 minutes)
April 14, 11-1 pm ET (120 minutes) & 3 - 5 pm ET (120 minutes)
April 15, 1 -3 pm ET (120 minutes)
Materials: You will receive pre-training details both electronically and in hard copy. Agenda, bios, pre-reading, a technical guide for joining virtually, and additional logistics will be shared via email. 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.
Registration for Managing Family Dynamics has closed.
Registration For Managing Family Dynamics Before March 9, 2021:
For Profit Professional - $1,300
Non Profit Professional - $995
Registration For Managing Family Dynamics After March 9, 2021
For Profit Professional - $1,400
Non Profit Professional - $1,095
Registration For Talking About Money Before March 16, 2021:
For Profit Professional - $1,300
Non Profit Professional - $995
Registration For Talking About Money After March 16, 2021
For Profit Professional - $1,400
Non Profit Professional - $1,095
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. Please note registration closes March 23rd (Managing Family Dynamics) and March 30th (Talking about Money).
Cancellation
We understand life happens. If you cancel more than 30 days prior to the training, your registration will be refunded in full. All cancellations within 30 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!
Registration for Managing Family Dynamics and Talking About Money is now closed. For more information reach out to Sara Southwood at [email protected].

Managing Family Dynamics and Talking About Money – 2019
$1,095.00 – $1,400.00
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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