Hot Topic Webinar: How to Hold an A-Level Family Meeting
Wednesday, August 26, 2026
12 to 1 p.m. CT
You’re encouraged to share this event with friends, colleagues, and family members.
Talking to your family about money, estate plans, and inheritance can feel uncomfortable. But done well, a structured family meeting can reduce uncertainty, build trust, and make sure the people you love are prepared for the future. Join us online for a practical framework for leading a family conversation that actually works.
Topics We’ll Cover
- What makes a family meeting “A-level”
- When to hold one and why timing matters
- How to prepare: agenda, family dynamics, and ground rules
- Navigating financial transparency: the case for sharing numbers (and for not)
- Gifting, education, and values conversations
- Common mistakes to avoid
Who Should Attend
This session is designed for those who:
- Want to have meaningful conversations with their adult children about the family’s financial future
- Have an estate plan in place but haven’t yet explained it to their family
- Are navigating a major transition such as retirement, a business sale, or a significant inheritance
- Are looking to reduce uncertainty and build alignment across generations
Presenter
Principal, President, Wealth Management
This presentation is offered for educational purposes only and should not be considered a comprehensive review or analysis of the topics discussed today. These materials are not a substitute for consulting in a one-on-one context where all the facts of your situation can be considered in their entirety. Despite efforts to be accurate and current, this presentation may contain out-of-date information and there is no obligation to advise you of any subsequent changes or updates.
The opinion of the author is subject to change without notice and must be considered in conjunction with relevant regulation, as well as subsequent changes in the marketplace. Any information from outside resources has been deemed to be reliable but has not necessarily been verified. Each individual has unique circumstances to which this information may or may not be relevant. Under no circumstances will this information constitute an offer to buy or sell and it does not indicate strategy suitability for any particular investor. Past performance is not indicative of future results.
