Courageous Conversations: Facilitating Difficult Family Discussions
A recording for Courageous Conversations: Facilitating Difficult Family Decisions, hosted on Wednesday, November 16, 2022 is now available.
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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:
Shawn McElmoyl
Private Wealth Management Executive
The Private Bank at Union Bank
NMLS ID #2144165
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 unionbank.com/perspectives and clicking "Subscribe to Perspectives".
Investment management services offered by MUFG Union Bank, N.A. in conjunction with its subsidiary, HighMark Capital Management, an SEC-registered investment adviser. Investments employing managed strategies: • Are NOT deposits or other obligations of, or guaranteed by, the Bank or any Bank affiliate • Are NOT insured by the FDIC or by any other federal government agency • Are subject to investment risks, including possible loss of the principal amount invested.
Wills, trusts, foundations, and wealth-planning strategies have legal, tax, accounting, and other implications. Clients should consult a legal or tax advisor. Union Bank does not create estate plans. Estate plans should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in a client’s state.