Engagements & Events - Inheriting Wisdom

speaking engagements & events

October 2020
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October 19, 2020	October 20, 2020	October 21, 2020	October 22, 2020	October 23, 2020 Accomplishing Powerful Outcomes with Meaningful Conversations Workshop October 23, 2020 12:00 pm – 1:30 pm Please join us for an Engaging Workshop with Dr. Carolyn Friend on Accomplishing Powerful Outcomes with Meaningful Conversations. Schedule: Friday, October 23, 2020 from 10 AM- 11:30 AM PDT / 12 PM – 1:30 PM CDT / 1 PM – 2:30 PM EDT The significance of engaging with our family, friends, and community increases in these times of uncertainty. Circumstances like this give us opportunities to enhance the ways we communicate with those we hold dear and set us up to connect with Meaningful Conversations. Conversations that are intentional. Conversations that engage multiple generations. Conversations that allow us to impart wisdom, deepen connection and foster shared appreciation. Learn some valuable strategies for deepening communication with your loved ones. Our speaker Dr. Carolyn Friend is the pioneer in the field of intentional legacy planning. She is a clinical psychologist, former teacher, national presenter, and a local community leader, most notably for the Leadership Circle for the Chicago Chapter of Ellevate (formerly 85 Broads). She also has a Certificate in Family Business Advising from the Family Firm Institute and is the co-author of The Legacy Conversation: the missing gem in wealth planning. Please RSVP to receive detailed instructions on how to log in to this online event. This experience will be informative and impactful, you don’t want to miss it. We are preparing questions from attendees prior to the virtual event. Please send any questions to be shared during this event to Kathleen Tepley at KJT@LosAngelesConsultingGroup.com. We hope you can join us! Please click here for more event information	October 24, 2020	October 25, 2020
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Financial Management for the Family Office Program at Pepperdine University

Date: Sept 24^th-26^th

What: Evidence exists that well-crafted documents, even with well thought out investment strategies and tax planning, remain a high-risk strategy without an intentional focus on the family. While most families can settle for “good” families, the complexities of family enterprises warrants creating a “high-performance family.” Often, it’s dealing with what’s behind the money that is critical in developing a comprehensive strategy for multi-generation sustainability. Join Dr. Jamie Weiner and Dr. Carolyn friend, as they present Creating a High Performance Family: A Prerequisite for Multi-Gen Survival.

This two-and-a-half-day program introduces family office personnel and advisors to best financial management practices to better manage their organization’s finances and make informed investment decisions.

speaking engagements & events

Accomplishing Powerful Outcomes with Meaningful Conversations Workshop

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