Nathan offered insights on how he is coaching multigenerational families to help them achieve their short and long-term goals. He also discussed his work with advisors who are expanding their skill-sets to better meet the needs of their clients.(details)
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Nathan was in Birmingham, Alabama presenting at two events hosted by the Community Foundation of Greater Birmingham.
Nathan shared case studies and insights with financial professionals on how he is coaching high net-worth families to help them achieve their short and long-term goals.
Many of today’s children have little or no recollection of the enormous tragedy that occurred in lower Manhattan on September 11, 2001. In the immediate aftermath, there was both speculation and discussion about how 9-11 would impact our families, our communities and the world. But did we seize the moment and take the necessary time to fully understand how this horrific event could reorient our values and priorities?
Nathan gave two presentations to University of Minnesota student leader’s at Welcome Week Leader training.
Nathan led three learning circle topics during this four-day Family Camp at Five Oaks Retreat Centre in Paris, Ontario.
Nathan offered insights and ideas to Target corporate employees at two events sponsored by Target Credit Union.
Nathan presented; Money Sanity Solutions: A Blueprint for Extraordinary Multigenerational Engagement at the 29th Annual MNCPA Estate & Personal Financial Planning conference.
Nathan presented ideas to leverage everyday experiences to get families thinking, talking and doing money in ways that honor their values at this event sponsored by the Catholic Community Foundation. Pictured with Nathan: Brian Acker, Regional Manager, Relevant Radio and James Seidel, Vice President of Development and Donor Relations, Catholic Community Foundation
Nathan was in St. Louis, MO speaking at a client event for families on June 7.
Nathan was recently in St. Louis, MO presenting at an event for business leaders in Brauer Hall on the campus of Washington University.
Nathan presented at two events, hosted by the Kalamazoo Community Foundation.
Friends and colleagues celebrated the launch of Nathan’s new book with DVD: Money Sanity Solutions: Linking Money + Meaning at Casa Verde in South Minneapolis.
Nathan with Kevin Salwen, co-author of The Power of Half, Kim Wright of The Seattle Foundation and Chace Hopper at the Council on Foundations 2011 Family Philanthropy Conference in New York City.
Nathan kicked off Best Buy's Financial Well-being Week with this presentation to corporate employees.
At this event, sponsored by San Diego Grantmakers, Nathan shared stories of families who have successfully built a new generation of donors and doers, and offered advice for families looking to do the same.
In this event, sponsored by YWCA Parent Awareness and the Darien Library, Nathan discussed the effects of mass marketing on young people and helped parents and teens discover new ways to talk and think about money.
Nathan spoke to educators at the 2010 ISACS annual conference highlighting the triple bottom line when schools address the topic of financial literacy.
Raising a Financially Fit Family - Best Buy Financial Well-being week
Nathan spoke to parents of first year students at the 4th Annual Parent Dinner at the Carlson School of Management at the University of Minnesota.
From Allowances to Financial Independence - St. Kate's Family Weekend 2010
In this event for credit union management and staff, attendees developed a deeper understanding of how to help youth and adults link money decisions to their values and create a compelling business case for multigenerational engagement.