Our interactive discussions and work shops for advisors and their clients combine expertise in estate planning and psychology with practical tips and humor.
As an attendee at an advisor’s breakfast meeting recently commented:
Thank you for including me in what turned out to be a morning well spent. I wish the Gallos were based here. They’re a bellwether of what may be a new era for us, where we add layers of personalization to our documents and enhance the value of projects that might previously have been a technical tour de force of tax minimization gimmickry … and little else. I appreciate having had an opportunity to learn from them.
The following presentations are available for clients of financial advisors and supporters of non-profits. We will be happy to customize a presentation to emphasize areas of particular interest to the clients or donors.
Families, Money and Values (60 to 90 minutes)
An overview of many of the considerations involved in raising fiscally responsible children in an affluent environment. The discussion ranges from the importance of helping young children learn to delay gratification and develop a work ethic to the issues posed by young adults returning home and the role of family philanthropy.
Emerging Adulthood: How 18 Became 26 (60 to 90 minutes)
A more detailed look at young adulthood. We discuss the new developmental stage of Emerging Adulthood and the challenges posed parents and grandparents by the young adult, from requests for money to an introduction to the Financial Skills Trust as a new estate planning option.
What the Young Adult Needs to Know about Money and Trusts (For 18 to 30 year olds; 60 to 90 minutes)
From understanding your relationship with money to an overview of trusts and the social/internet challenges facing young adults in affluent families.
We offer the following presentations for financial advisors, trust officers, attorneys, accountants and other advisors:
Families, Money and Values (60 to 90 minutes)
An overview of the issues involved in raising financially responsible children from the advisor’s perspective. From allowances to boomerang kids.
The Psychology of Estate Planning (60 to 90 minutes)
Tools and techniques for the advisor to help remove the roadblocks to estate planning. Includes an overview of the Financial Skills Trust as a new estate planning option.
Emerging Adulthood and The Financial Skills Trust (60 to 90 minutes)
A detailed examination for the financial and legal professional of Emerging Adulthood, the Results Oriented Trust Environment (ROTE™) and the Financial Skills Trust as a replacement for incentive trusts.
Fees: We present as a team. Our 2011 fees are $15,
000 plus travel expenses (includes business class air travel). The fee covers up to two presentations during the day. A typical engagement includes a breakfast or lunch presentation for referral sources and a lunch or dinner presentation for clients and prospects. Each attendee will receive an autographed copy of The Financially Intelligent Parent. Fees for customized presentations and for multiple days of presentations are negotiable.
Discounts are available for Non-Profit Organizations.
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