Breaking Money Silence Across Generations

Tuesday, June 15, 2021

In this session, Matt J. Goren, PhD, CFP®, Assistant Professor of Financial Planning at The American College of Financial Services, and Kathleen Burns Kingsbury, Founder of KBK Wealth Connection and host of the “Breaking Money Silence®” podcast, hold a discussion on the consequences of clients’ discomfort in talking about money issues, as well as tactics to improve communication about money across generations and advice on creating a client-facing questionnaire to facilitate conversations about money.

For the full presentation and slides, click here.

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