4/24/07 The Legacy Conversation : What You Need to Know in Discussing Your Finances
with Your Adult Children
Presented by Dr. Edward Monte
On April 24, 2007, Edward Monte PhD joined us for an important and challenging family discussion about when and how to have the conversation about your personal finances and money matters with your adult children.
Dr. Monte has been in practice for over twenty five years. He is a founding principal in Family Solutions Group – a family business / family office consulting firm specializing in helping families and their advisors more effectively navigate the emotional complexities often associated with significant wealth. For the past twelve years, Dr. Monte has personally developed a highly successful consultation practice to family businesses that specifically concentrates on parent – adult child financial relationship issues.
Podcast Presentation
Listen to Edward Monte's presentation - The Legacy Conversation :
What You Need to Know in Discussing Your Finances
with Your Adult Children here -
You may download the podcast through iTunes here.*
The opinions expressed in this commentary are those of Pinnacle
Financial Advisors, LLC. These views are subject to change at any
time based on market and other conditions, and no forecast is guaranteed.
This material is derived from sources believed to be reliable, but
its accuracy and the opinions based thereon are not guaranteed.
The opinions are for general information only and are not intended
to serve as specific financial, legal, investment or tax advice.
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