Every parent\, grandparent\, and great grandparent wants their children to understand the value of a hard-earned dollar\, to understand how to overlay values in financial decisions\, to feel the sense of purpose and meaning that leads to a happy adulthood. What are the tools we have at our disposal to accomplish this? How does wealth impact our kid&rsquo\;s abilities to learn these lessons? \; \; \;
\n\nThis interactive workshop will discuss how wealth can impact children at different stages of cognitive development. \; How this impact shines a fresh perspective and new light on some of the conventional wisdom around wealth planning. \; We will discuss tips for teaching kids about money and investing and introduce tools to help navigate some of the road-blocks wealth can create as children learn to find value in themselves. \;
\n\nOur discussion will be informed by decades of experience and research as wealth advisors and decades of experience as parents\, with children ages 2 months - adult. \; \;
\n\nSpeakers: \;
\n\nSusan Dahl &ndash\; Susan&rsquo\;s career in finance began in 1987 and has included roles from Institutional Portfolio Manager to Chief Investment Officer to CEO. She was recently asked to give a TED talk called "\;Can Happy Make You Money."\; With three boys\, one girl and many pets\, organization and good refereeing skills have been a must. Gardening and an affinity for herbal tea help keep it all in balance. \;
\n\nLiz Darling &ndash\; Liz is a mom to 4 children ages 9 to 14 who keep her very busy especially on the soccer fields.? Liz is the new mom to a furry puppy whom she loves to take on walks.? Before wealth management\, Liz had a career in the real estate investment management industry.?? \;
\n\nJessica Grande &ndash\; In addition to over a decade worth of experience in the wealth management industry\, Jessica is also well-versed in all matters related to the Disney princesses with two young daughters. When Jessica is not helping clients take control over their finances or designing a &ldquo\;bad fairy&rdquo\; costume\, she enjoys reading\, true crime podcasts and barre classes.
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\n\n\;https://www.levatuswealth.com/
\n\nLEVATUS\, LLC ("\;LEVATUS"\;) is a registered investment advisor. LEVATUS provides investment advisory and related services for clients nationally. LEVATUS will maintain all applicable registration and licenses.
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