Family Learning and Owner Engagement

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Application Cycle: Path to College
LogicPrep
Organized month by month, this timeline lists the steps and target goals to keep you on track with the college application cycle.
College Interview Guide
LogicPrep
Whether or not a college requires an interview as part of its application process, it’s highly encouraged to have one with an admissions representative or alum. These interviews are a great
College Checklists for High School Students
LogicPrep
Getting ready for college is an important part of any education planning. From 9th grade to 12th grade, these college preparation checklists provide a clear outline for parents and their high
Planning for Parenthood Financial and Estate Planning for Newborns
Pitcairn
In preparing for the birth of his daughter, David Slover developed a to-do list each parent should think about executing. Topics shared include Last Will and Testament, Financial and Healthcare
Guide to College Visits
LogicPrep
Visiting colleges is a great way for a college-bound student to gain a firsthand view and help determine which college is the right fit. To make the most of each visit and as part of your education
Multigenerational Philanthropy: Aligning Family Values for Impact
BNY Mellon Wealth Management
Philanthropy is embedded in the fabric of wealth management. Whether it's the Silent Generation or Generation Z, each generation wants to make an impact through charitable giving. With each
College Was Awesome. Now What?
William Blair & Company
College graduation marks the start of a career with new responsibilities and decisions. It's an exciting time but can be filled with uncertainty. Having a game plan can help the transition from
Family Leadership Development
Tolleson Wealth Management
Understanding the development of family leaders plays an important role as new generations emerge. In this episode, Richard Joyner discusses the path it takes to become a family leader and how to
Courageous Money Conversations: Unique Approaches for Financial Education
Money conversations can be difficult, and yet they are necessary. FOX Chief Learning Officer Mindy Kalinowski Earley is joined by Amy Zehnder and Cindy Coe as they discuss financial education using
The ABCs of Financial Literacy
SEI Family Office Services
“The sooner you begin having conversations with your kids about money and where it comes from, how to budget it, and about the financial system, the better.” In this podcast episode of