Nathan's presented, Money Sanity Solutions: A Blueprint for Extraordinary Multigenerational Engagement, at the 29th Annual MNCPA Estate & Personal Financial Planning conference.
He provided ideas to help financial planners and CPA's attract multigenerational family clients and help them achieve their short- and long-term objectives. Attendees learned about the cultural trends and issues that impact family money habits and discovered new ways to talk about money with their multigenerational family clients. Through a case study, Nathan demonstrated how to help clients set and articulate clear financial goals that balance sharing, saving, and spending.
Attendees Comments:
- Best Presentation. Very good info. to think about.
- Excellent speaker, entertaining. Invite Back!!! Great ideas!
- I really enjoyed the session and Nathan did a great job engaging the crowd.
- Loved him - felt very engaged - like he was talking with us instead of to us.
- Presentation of the day! Excellent! Thank you!
- Super presentation; valuable material presented dynamically!
- Awesome!!
| Location: |
Brooklyn Center, MN |