Miss Shannan Paul and Cassandra Brashier from Avila Wealth host a session on effective financial communication with family members. Focusing on the complexities of discussing financial goals with parents, partners, and children, they share valuable advice and strategies.
Key points include:
The importance of setting financial goals
Understanding emotional ties to money
Empowering children with financial literacy
They also highlight the benefits of having up-to-date estate planning documents and ways to handle challenging family dynamics. Watch for practical tips and expert advice to enhance your family’s financial health and wealth.
This session was originally hosted on April 17, 2024.
