We offer presentations for families based on our books, Silver Spoon Kids: How Successful Families Raise Responsible Children and The Financially Intelligent Parent: 8 Steps To Raising Successful, Generous, Responsible Children. Presentations are also available for businesses and non-profits wishing to provide that something extra for clients, employees, executives, Board members and donors.
We present together. This gives us the unique ability to disucss issues from multiple perspectives: mother and father, husband and wife, psychotherapist and attorney. Our presentations provide concepts and tools that help participants tap their inner resources and make affluence a positive, liberating experience for themselves, their families and their community.
Available topics include:
"Rather than the root of all evil, money can serve
our highest goals. But it can only serve those goals if we are
honest with ourselves about what we have and what we believe is
important, and educate and inspire our children accordingly. Silver
Spoon Kids is a wise and indispensible guide for moving through
that thought process."
Financial and legal advisors benefit both personally and professionally from participating in these presentations. In addition, we offer presentations designed to help financial and legal professionals create better and longer lasting client relationships. These presentations cover:
Multi-disciplinary workshops and seminars which combine psychological and emotional issues with technical estate planning topics are available through a unique arrangement with Greenberg Glusker Fields Claman & Machtinger LLP.