In Nathan's presentation, Owning Your Money Narrative, he explored the effects of the constant barrage of advertisements and marketing messages on the Millennial Generation and their money habits. He shed light on the effects of consumer culture on financial health and provided pragmatic ideas for taking control of your money narrative. He also offered a reminder that our spending power can yield positive benefits not only for ourselves, but for the community at large.(details)
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Nathan spoke at the Personal Finance Symposium V, Sustainable Family Finance, at the University of Missouri.
This collaborative effort, hosted and sponsored by the ten (Arch) Dioceses in North Dakota, South Dakota and Minnesota, provided an opportunity for attendees to interact with and learn and discuss best practices used in stewardship parishes and bring back practical ideas to their parish/diocese.
IFACE, Insurance and Financial Advisers Continuing Education, is an annual gathering of financial advisers from Kansas.
Nathan provided the keynote at the Jump Start Your Stewardship conference, sponsored by the Minneapolis Area and Saint Paul Area Synods of the ELCA.
Nathan moderated the Westminster Town Hall Forum with speaker Anna Lappe.
Nathan led a training for BAM Advisory Services Wealth Advisors in New Orleans.
Nathan led at 1/2 day training session for BKD Wealth Advisors in Kansas City. The session concentrated on working with multigenerational families.
Nathan presented at Charles Schwab IMPACT 2012 conference, an invitation-only industry conference for advisors.
Nathan’s presentation, Money Sanity Solutions: Working More Effectively with Multigenerational Clients, focused on Nathan’s values-based approach to working with multigenerational clients.
Nathan joined; MN Commerce Commissioner Mike Rothman, Senator Jeff Hayden, Representative Bobby Jo Champion, Turning Point founder, Dr. Peter Hayden, and Student Leaders in a panel discussion, “The State of Economic Development for youth and young adults” to kick off the 7th annual Surviving the Game (STG) Conference in Minneapolis.
In this presentation, Money Sanity Solutions: Growing Your Multigenerational Market, Nathan shared his process for infusing a values-based approach to working with multigenerational clients.
Nathan was the featured presenter at the BAM Masters Forum in Charleston, SC.
Nathan was in Denver, Colorado presenting at three events hosted by the Denver Community Foundation.
Nathan led the 2012 Diocesan Stewardship Conference in Dallas Texas. He provided proven, practical methods for developing a year-round stewardship strategy.
Nathan was the keynote speaker at the Second Annual Financial Literacy Roundtable convened by Commerce Commissioner Mike Rothman and the Minnesota Interagency Work Group on Financial Literacy. More than 140 stakeholders from state and local government, community organizations, foundations and financial institutions were in attendance.
Nathan presented to leader's of Episcopal parishes at The Consortium of Endowed Episcopal Parishes 2012 annual conference in Charlotte, NC.
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.
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 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. 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.