On June 3, 2020, Susan presented a one-hour webinar for the Opal Group.
WLA blog post
On June 3, 2020, Susan presented a one-hour webinar for the Opal Group.
Click HERE to view Susan’s views on How wealthy families raise their kids.
On June 3, 2020, Susan presented a one-hour webinar for the Opal Group.
Click HERE to view Susan discuss the 3 Jar Theory for giving your children an allowance.
Susan was a guest on a May 2020 episode of the Stages podcast hosted by Emily Grace of Bernstein Private Wealth Management.
Life throws challenges at you at every stage. Now, more than ever, it is important for families to connect and talk about governance and legacy, and the things that matter most.
Susan was a guest on Jane Beddall’s podcast Crafting Solutions to Conflict in October 2019. The discussion included stories of family communication about wealth, with tips on how to navigate this tricky process.