Lisa D. Snyder, Chief Learning Officer, presented “Legacy & Impact — Helping Clients Take Care of The People & Causes They Love” to members of the Private Wealth Management Group of the CFA Society of NYC. According to Lisa, “Legacy and impact are not optional. If families want to thrive for generations to come, the time to prepare beneficiaries is now for successful wealth transfer. Family philanthropy is a great way to create a culture of gratitude in generational families.” Learn more about the Institute’s advisor presentations.
You’ll receive a copy of our white paper, “Advice Beyond The Money: Preparing Families to Prosper & Thrive For Generations,” & our Client Family Tree tool for your next client meeting.