Upcoming Webinar: Providing Financial Advice to Family Members

Join four financial experts to hear them discuss their experiences advising their families' finances, how they've helped them avoid financial mistakes, and also share how advisor's families go through the same financial challenges that their clients face.

They will also discuss:

  1. How to create a working relationship with someone with whom you have personal history (managing boundaries, privacy, expectations and customer experience)

  2. Approaching family members without intimidation (removing judgment in exchange for gentle guidance)

  3. Where family members are getting (or not getting) advice from

  4. As the most capable financial steward, it will be in your lap eventually - get ahead of it (family estate admin)

Panelists include:

  • Laurie Sall, Partner at @Aspen,

  • Russell Ho, CFP® at Succession Financial Planning,

  • Lynette Thompson, Financial Services Rep at Colina Insurance Ltd

  • H. Adam Holt, CEO & Founder of Asset-Map

Asset-Map