Saturday, May 17, 2025 at 2 PM
It can be challenging to talk about finances with family members. Most of us don’t have a lot of positive experiences talking about money so finding the right language, the right time and the right approach can often feel insurmountable. When we do talk about money, it can feel very uncomfortable. This seminar presented by Kelley and Ric Tredwin of Altalune provides some tools and framework for positively engaging in money conversations with your spouse, children (young or adult) or aging parents.
We will address questions like:
- How do we build a shared vision and approach to money with our spouse?
- How much should we say about our financial lives to our young children?
- If we talk about our wealth, will it impact our children’s motivation and drive to build their own lives?
- How do we approach our aging parents about how and where they want to live and make the best of their elder years? And do they have the money to do it?
- How do we talk to adult children about caring for parents, passing on wealth or supporting parents as they age?
Bring your questions and thoughts and we will dive into these necessary and sometimes challenging conversations.
Article by Lynnette Fields