CPE 7b 1  54c00424e4707

September 21, 2018

Establishing a Family Financial Education Process

Preparing future heirs for the various roles and responsibilities that come with inheriting wealth is a multilayered topic. For many families, that will likely mean adopting a more strategic approach—one that provides numerous age-based opportunities to build both qualitative and quantitative capabilities for successful and lasting outcomes. Join Jack Thurman and Share Save Spend Founder... Read more »

Preparing future heirs for the various roles and responsibilities that come with inheriting wealth is a multilayered topic. For many families, that will likely mean adopting a more strategic approach—one that provides numerous age-based opportunities to build both qualitative and quantitative capabilities for successful and lasting outcomes. Join Jack Thurman and Share Save Spend Founder and President Nathan Dungan as they explore how families can enhance their financial well-being.

o   Cost: FREE

o   Date and Time: October 3, 2018, 10:00-11:00 a.m. EDT

o   Duration: 1 Hour

o   Presented by: BKD

o   Presenter/Author: Jack Thurman (BKD managing partner), Nathan Dungan

o   More information and registration: https://www.bkd.com/webinar/2018/10/establishing-family-financial-education-process

Thanks for reading CPA Practice Advisor!

Subscribe for free to get personalized daily content, newsletters, continuing education, podcasts, whitepapers and more…
Cetrom Joins CCH Marketplace

Technology December 13, 2025 

Cetrom Joins CCH Marketplace

This strategic collaboration aims to provide accounting firms using Wolters Kluwer solutions with a performance-built, secure, reliable, and compliant remote access solution for all their tax applications.

Jason Bramwell

Leave a Reply