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.

Listen to Edward Monte's presentation - The Legacy Conversation : What You Need to Know in Discussing Your Finances with Your Adult Children - by clicking podcast #2 below.

You may download the podcast through iTunes here.*

You may subscribe to podcasts of future PFA client events in the Apple iTunes Music Store, by installing and activating the iTunes free software, and then going to the iTunes URL for the podcast, which is located at http://phobos.apple.com/WebObjects/MZStore.woa/wa/viewPodcast?id=175016167.