News/Updates
Events and Other Excitement
July 31 – August 3, 2023 – Purposeful Planning Institute’s Rendezvous Conference
July 12 – 13, 2023 – Onsite Family Meeting in New York
May 13, 2023 – Pitcairn RisingGen Cohort Kickoff Weekend
April 19, 2023 – Whole Family Advisor Quarterly Seminar (Q2): Sparking Connection with Disengaged Clients
March 1 – 2, 2023 – Dynasty Financial Partners Onsite Whole Family Advisor Training Program
February 1, 2023 – Whole Family Advisor Quarterly Seminar (Q1): Sparking a First Generation+ Mindset in the RisingGen
January 26, 2023 – Dynasty Financial Partners Onsite Whole Family Advisor Training Program
November 16, 2022 – Whole Family Advisor Quarterly Seminar (Q4): 3 Ways to Connect With Your Client-Families at Year-End
November 12, 2022 – Legacy Capitals RisingGen Cohort Kickoff Weekend
November 5, 2022 – Fidelity RisingGen Cohort Kickoff Weekend
October 27, 2022 – 2022 MOSAIC Private Wealth Management Conference
September 20, 2022 – The No Number’s Money Talk Webinar Sponsored by Venturi Wealth Management
July 19 – 21, 2022 – Purposeful Planning Institute’s Rendezvous Conference
June 8, 2022 – Pitcairn Client Event
May 20, 2022 – RisingGen Cohort Kickoff Weekend
March 27, 2022 – Q1 RisingGen Cohort Alumni Call: Common RisingGen Tangles
January 26, 2022 – Dynasty Financial Partners Advisor Training Program
January 12, 2022 – Dynasty Financial Partners Advisor Training Program
December 15, 2021 – Dynasty Financial Partners Advisor Training Program
December 1, 2021 – Dynasty Financial Partners Advisor Training Program
November 5, 2021 – RisingGen Cohort Kickoff Weekend
November 3, 2021 – The No Number’s Money Talk Webinar Sponsored by Venturi Wealth Management
July 21-23, 2021 – Purposeful Planning Institute’s Virtual RendeZoom Conference
June 10, 2021 – Women & Wealth Managers Webinar (Pt. 1) Sponsored by Venturi Wealth Management
April 21, 2021 – Guest on Abigayle Ministries’ “Abby Tales” Podcast: Listen Here
April 14, 2021 – Guest on O’Connor Professional Group’s Podcast: Listen Here
December 4-5, 2020 – FuturePath RisingGen Cohort Kick-Off Event hosted by Fidelity
November 5, 2020 – Guest on Aspiriant’s “Money Tales” Podcast: Listen Here
November 2020 – Re-Launch of Legacy Capitals’ Virtual Whole Family Advisor®️ Courses
October 30-31, 2020 – Year Two RisingGen Cohort Kick-Off Event hosted by Fidelity
July 2020 – Purposeful Planning Institute’s Virtual RendeZoom Conference
March 2020 – Client Speaking Event hosted by Omnia Family Wealth in Miami, FL
December 5, 2019 – Whole Family Advisor Workshop in Denver, CO hosted by Invesco
November 14, 2019 – Whole Family Advisor Workshop in Seattle, WA hosted by Invesco
November 12, 2019 – Guest on “I’m a Millionaire! So, Now What?” Podcast: Listen Here
October 23-25, 2019 – Family Firm Institute’s Global Conference in Miami, FL
October 18-20, 2019 – RisingGen Cohort Kick-Off Event hosted by Fidelity
September 8, 2019 – Keynote Presentation given in Chicago, IL for Invesco advisor event
September 7, 2019 – Whole Family Advisor Workshop in Atlanta, GA hosted by Invesco
August 23, 2019 – Interviewed on the Podcast: I’m a Millionaire! So Now What?
July 23-25, 2019 – Purposeful Planning Institute’s Rendezvous Conference in Denver, CO
March 26, 2019 – Client Event in West Palm Beach, FL hosted by FineMark Bank
March 20, 2019 – Family Wealth Awards in New York City on behalf of Legacy Capitals, which was nominated for an award
February 27, 2019 – Client Event in Naples, FL hosted by FineMark Bank
February 26, 2019 – Client Event in Ft. Meyers, FL hosted by FineMark Bank