EXPERTISE IN A BROAD RANGE OF TOPICS
With an experienced and diversified membership, Family Wealth Advisors Council has a broad range of topics where we can provide expertise and insight. Our members are sought after speakers and writers on many wealth management issues.
There are nearly 10 million people between the age of 41 and 60 who find themselves caring for both aging family members and children. How can you find a balance and not go broke in the process?
HOUSING OPTIONS AS WE AGE
Remaining at home is often the preferred choice for today’s seniors, but great consideration must be paid to their physical and emotional wellbeing, and safety. Continuing Care Communities and aging “in place” are two popular options, but the choices must be weighed carefully.
The earlier the better is the key take-away when it comes to successful, ongoing planning for aging seniors. Gain perspective on what to say – and how to say it.
Aging is a tough topic for seniors, as well as those who love them and manage their care. Many resources are available to help navigate this overwhelming process and provide useful, reliable information.
SUPER TREND CONVERGENCE
How 3 major super trends (globalization, technology accelerators and the global age wave) are causing rapid and dramatic change in all areas of our economy and personal finances.
ENSURING FINANCIAL SUCCESS DOES NOT RUIN YOUR FAMILY
90% of successful families lose their financial wealth in three generations or less. Tips and techniques to ensure you are one of the successful few.
BEING TAX SAVVY
For better or worse we live in a country with a complex and constantly changing tax code. Learn from the experts what you can do to pay what you owe, when you owe it – but not a penny more.