Family Matters: Top 5 Family Issues And How To Navigate Them

Date: Thursday, May 13, 2021
Time: 11:45am - 1:00pm
Location: Zoom
Speaker: Ann Dugan, MBA, Senior Family Enterprise Specialist, Waldron Private Wealth

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This session is going to cover 5 common family dynamics issues that professionals might come across in both prospects and clients. The session is going to discuss those issues and the best practice solutions to resolving them for the family. Ultimately the goal is to get the family to a place where they are able to come to an understanding of each other, make good collective decisions and remain a thriving family.

Read Ann Dugan's bio here.

1 CLE, 1 CFP and 1 CPE credit granted.

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