In the morning Nathan spoke to financial advisors challenging them to enhance and expand their relationships with their multigenerational clients. He shared case studies and provided ideas to incorporate the interaction side of money into their business.
In the evening event for families at the McWane Science Center, Nathan provided ideas and tools to help families leverage their own stories and experiences as they engage and educate future generations for the opportunities and responsibilities of what it means to be a philanthropist.
| Location: |
Birmingham, Alabama |