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…

Subscribe for free to get personalized daily content, newsletters, continuing education, podcasts, whitepapers and more...

Leave a Reply

Experiences 2025 – AI Search

Firm Management February 11, 2025 

Experiences 2025 – AI Search

For now, Agentic AI refers to artificial intelligence systems that operate autonomously and can perceive, reason, plan, and take action in pursuit of goals. These AI agents can interact dynamically with their environment, adapt to changes, and sometimes make decisions without direct human intervention.

Randy Johnston