On November 18, 2015, TWC’s Myra Salzer will co-facilitate a special program dedicated to helping women positively influence important family wealth management decisions in the most effective manner.
Myra has teamed up with the Institute for Private Investors (IPI) and its team of advisory faculty for their inaugural event, which begins a year-long series of gatherings aimed at exploration and learning.
Highlights of this initial meeting include:
- An introduction to Family Systems
- Interactive sessions on family system diagramming, goal identification, and designing strategies to achieve them
- Discussion on developing lead-from-behind techniques to implement within family systems
- A look at Investment Policy Statements covering financial aspirations and risks, performance reporting, benchmarking, and asset allocation
- How to conduct meaningful conversations with advisors, managers, family members, and others
Access to this program is limited and only open to IPI members and invited guests of The Wealth Conservancy. If you’d like more information or wish to be considered for this event, please contact Myra Salzer at 303-444-1919 or Myra@TWCinc.org.