The M Word: The Money Talk Every Family Needs to Have about Wealth and their Financial Future
This webinar will teach you:
The M Word 5 Step Process to Guide Through Life’s Transitions
Successful transitions in life require meaningful preparation, trust and communication
Generation and family history significantly influence money behavior and conversations
How to get advice, plan, and have money conversations
About Lori R. Sackler:
Lori, CPA, CFP, CIMA is Senior Vice President of the Sackler Group.
Lori and the Sackler Group act as personal CFO's to a select group of executives, entrepreneurs and their families to help make work optional and satisfy concerns around financial security, life style and legacy.
Her book, The M Word: The Money Talk Every Family Needs to Have About Wealth and Their Financial Future, based on her radio show at WOR in NYC, has received praise in the New York Times and Huffington Post and has been covered by Bloomberg News, Reuters, Money Magazine, CNBC, Fox Business, PBS, and NPR. It is soon to be reprinted and released with worksheets to help advisors and clients with their money talks.
Lori earned her BA with Distinction from the University of Michigan and holds an MS in Marketing and Finance from the University of Texas.