SusanSchoenfeld - Wealth Legacy Advisors LLC.

September 23, 2020June 3, 2020 by Susan

On June 3, 2020, Susan presented a one-hour webinar for the Opal Group.

Click HERE to view Susan’s views on the age-old question, “How much do I tell my kids about our wealth?”

September 23, 2020May 15, 2020 by Susan

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.

Click HERE to listen to the Stages podcast, in which Susan shared some tips and techniques to help families with the who, what, where, when, and why of Family Meetings, and especially remote Family Meetings in today’s era of social distancing.

February 23, 2021October 23, 2019 by Susan

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.

Click HERE to listen to the Crafting Solutions podcast.