Courageous Conversations: Facilitating Difficult Family Discussions

A recording for Courageous Conversations:  Facilitating Difficult Family Decisions, hosted on Wednesday, November 16, 2022 is now available. 

Supported browsers:  Chrome, Firefox, Edge

Webinar Description

During this Perspectives webinar, our speakers shared practical suggestions for initiating those difficult family conversations that are so often easy to put off. Topics included how to:

  • Plan the proper agenda for a productive family meeting
  • Initiate challenging conversations and avoid potential landmines
  • Reduce the anxiety associated with raising difficult topics

Moderated by: 

Hosted by:  Sterling Sankey, Head of Wealth Management, Union Bank

Shawn McElmoyl
Private Wealth Management Executive
The Private Bank at Union Bank
NMLS ID #2144165

Featured Speakers:

Featured Speaker: Hailey Orr Capital Markets Strategist      MUFG Securities Americas Inc.1
Greg Haendel, CFA® Fixed Income Strategy Executive The Private Bank at Union Bank

Claudine Bachelor, CTFA®
Senior Fiduciary Management Executive
Investment Management and Trust
The Private Bank at Union Bank

More Information

  • View the "Redefining Wealth" video featuring one of our webinar speakers, Dave Specht, from the Drucker School of Management. He and James E. Hughes discuss the implications on an individual and a family of redefining wealth.  View video
  • Learn more about Wealth Planning from The Private Bank. 

Be sure to mark your calendar on December 7, 9:00-10:00 a.m. PT, for a special Perspectives webinar, An Introduction to U.S. Bank Wealth Management.  If you are not already receiving our invitations and wealth management articles, you can sign up by visiting and clicking "Subscribe to Perspectives".