Family Learning and Owner Engagement

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Meaningful Moments in Financial Parenting
Hawthorn, PNC Family Wealth
Building children’s resilience requires lifelong learning. In this webcast, Alexandre Monnier and Joline Godfrey discuss the opportunities—and challenges—of financial parenting in
How to Elevate Female Role Models in Your Family Story
Ascent Private Capital Management of U.S. Bank
Despite the leadership and great influence of the women who have shaped their family legacies, including the silent legacy of Louise Carnegie, their contributions have been missing or minimized in
Have You Had "The Talk" with Your Kids? (No, not that one. The one about your estate plan.)
Warner Norcross + Judd
Even if you are not yet ready to share the family's wealth numbers, communicating your intentions to the next generations promotes family harmony and is a best practice for successfully
What Is a Family Vision and Why Do You Need One?
Hawthorn, PNC Family Wealth
A family vision statement is rooted in shared values, interests, and goals. Written with a sense of purpose, your statement becomes your guiding principles for the rules and actions of your family
Successful Integration of Newcomers in the Family Enterprise
In this webcast, join host Joline Godfrey, Managing Director of Family Learning & Programming for the Hawthorn Institute for Family Success, in a conversation on the hazards and opportunities of
How to Build Wealth Through Stocks (Grades 9-12)
PwC
Most teenagers have heard that investing early in life is a way to build wealth over time. They've most likely heard that buying stocks is a common way to invest. In this video, they 
Sharing Your Resources: A Lesson on Charitable Giving (Grades 3-5)
PwC
A young girl shares a story about the “weird gift” she received on her birthday from her grandmother. It included three jars that were labeled save, spend, and share. There was also an
Starting Your Financial Life: A Compilation of Key Concepts and Considerations
Altair Advisers
Coming into financial independence and taking on more responsibilities for your own income and spending is both a liberating and intimidating experience. To help navigate some of the most important
Meaningful Moments in Financial Parenting​
Communicating financial values and nurturing financial skills in the next generation is a far more challenging enterprise for today’s family than it was for previous generations. Social media, easy
Should We Have a Virtual Family Meeting?
Abbot Downing
Even when there's social distancing, family meetings are still important, maybe even more so to maintain family connectedness and sense of purpose. While connecting through technology can’t