FOX Webcast: Courageous Money Conversations: Unique Approaches for Financial Education - May 12, 2022

Overview

Thursday, May 12, 2022 - 10:00am to 11:00am CDT


Please join us on Thursday, May 12, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.

Money conversations can be difficult, and yet they are necessary. FOX Chief Learning Officer Mindy Kalinowski Earley will be joined by Amy Zehnder and Cindy Coe as they discuss financial education using an engaging, gamified approach. Using the FOX Family Learning Handbook, and Amy and Cindy’s new book Courageous Money, Your Adventure Through Money National Park as a guide, we’ll discuss money relationships, financial planning and the implications of growing up with wealth and how that influences many of our adult behaviors. A discussion for all ages, and roles, the facilitators will provide resources and best practices in financial literacy discussions, including developing healthy relationships with money. Learn different techniques to effective financial communication that are approachable, interactive, and inspiring.

Attendees will be able to:

  • Discuss different approaches and techniques to financial education and planning
  • Identify the unique roles each family member has when facilitating financial conversations


Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately two weeks after airing. 

You may contact the Events Team with any questions at events@familyoffice.com
 

Field of Study: Specialized Knowledge - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.

Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based

Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office

Recommended for: 
All FOX Members

  • Agenda
  • Speaker(s)
10:00 am CT

Webcast Begins
   
 

Presentation: Courageous Money Conversations:
Unique Approaches for Financial Education
   
11:00 am CT

Webcast Adjourns

 

  

Presenters

Cindy Coe and Amy Zehnder

Cindy Coe and Amy Zehnder (CCnDoc) are entrepreneurs, podcasters, explorers, coaches, authors, facilitators and digital creators. The "Dynamic Duo’s," approach to storytelling, life, food, travel, business, money and relationships is only limited by their imaginations, which are unlimited! 

Now semi-retired and living in the mountains of rural Southern Colorado, these two over 50 influencers love creating experiences for others! 

As a corporate road-warrior for 25+ years, Amy (Doc) has helped hundreds of families and individuals enhance their personal effectiveness. She is known for her creativity, being a vision and inspiring leadership style. As a wealth psychologist, her work includes leadership development, succession planning, and family governance work (shared decision-making). Amy is highly credentialed with her Ph.D., PCC and CFBA. (I/O psychology, Professional Certified Coach, Certified Family Business Advisor). She is a highly sought-after speaker in the wealth psychology space. Amy’s recent retirement from the corporate world frees her up for more adventures and work with a small number of hand-selected clients. 

Cindy (CC), a "Simplification Engineer," is an award-winning learning and development leader, the CEO of a successful international organizational development firm, a sought-after executive coach, leadership development expert, keynote speaker as well as a popular blogger and the creator of more than one start-up. She is a cancer warrior who at the moment is openly fighting rectal cancer, and seeks to educate and inspire others by sharing her journey. 

CCnDoc have authored multiple books, the most recent being Courageous Money, Your Adventure Through Money National Park, and can each be found on LinkedIn, or see all of their adVentures on social media @CCnDoc and at www.CCnDoc.com. As pioneers in the virtual delivery space since 1999, CCnDoc are available to connect for a variety of engaging virtual events.
 

FOX Presenter

Mindy Kalinowski Earley, CMP, CFBA 
Chief Learning Officer, FOX Family Learning Center

Mindy Kalinowski Earley is Chief Learning Officer for Family Office Exchange (FOX). In her role, she fosters integrated learning programs for enterprise families and is responsible for developing the family learning community. She co-chairs the FOX Rising Gen program and serves as an outsourced Chief Learning Office to FOX members. Mindy is inspired by helping people learn, grow, and discover how they will make personal and productive contributions, using their strengths and talents. 

Mindy has held various roles in small and large family offices and has been responsible for creating and stewarding professional learning networks supporting human and intellectual capital. She has designed learning experiences that increase the knowledge base and enhance the life path of individuals while providing personalized support and coaching to help them meet their goals. As a Strong Interest Inventory facilitator with a certificate in Family Business Advising, she enjoys helping families and rising generation members navigate the unique world of family enterprise and family relationships by understanding that responsibility and intention pave a path to personal achievement and satisfaction. She has been featured in the New York Times, Family Business Magazine, Successful Generations podcast and is a regular speaker and facilitator. Mindy lives in Rockford, MI, with her husband, daughter, and Bernedoodle.