Wealth Management Speaker Series: Children & Wealth - Connecting with the Rising Generation

Many parents know about the importance of Financial Literacy, and want to introduce their offspring to the important concepts of money and wealth -- however, they often don't know when and how to best do that. Client-centric Financial Advisors can help with proactive guidance, information, and actionable tips.

Join Columbia University’s Master of Professional Studies in Wealth Management program on November 17th at 1PM EST for an interactive panel discussion with three industry-leading practitioners on how to effectively connect with and serve the “Rising Gen” of your client families.

Following the conversation, the event will be opened for a question and answer period, where attendees can ask questions directly.

Topics of Discussion Include:

1. The importance of introducing children to the essential concepts of money and wealth early, in constructive ways ... and the benefits for advisors in helping with that
2. Frontline advisor perspectives on how to best broach this topic, and time-proven tips / activities to share with clients and their offspring

Panelists

• Stacy Allred, Senior Managing Director and Head of Family Engagement and Governance, First Republic Investment Management
• Mac Gardner, CFP®, Founder and Chief Education Officer, FinLit Tech
• Oliver Pursche, Senior Vice President, Wealthspire Advisors
• Moderated by: Philipp Hecker, Advisor for Columbia University’s Master of Professional Studies in Wealth Management program

The Wealth Management Speaker Series is brought to you by Columbia University’s Master of Professional Studies in Wealth Management program. Uniquely designed to educate working professionals, this 16-month, part-time online program prepares experienced and aspiring wealth management professionals to meet the disruptive challenges of today’s industry. The innovative and rigorous curriculum connects advanced theory with practical applications through problem-based learning while providing students with the educational requirements for the CFP® certification.

For questions, please contact sps-wealthmanagement [[at]] columbia [[dot]] edu.

For additional information about program offerings at Columbia University’s School of Professional Studies, please contact an Admissions Counselor at 212-854-9666 or inquire [[at]] sps [[dot]] columbia [[dot]] edu.

About the Panelists

Stacy Allred, Senior Managing Director and Head of Family Engagement and Governance, First Republic Investment Management

Prior to joining First Republic Investment Management in 2020, Ms. Allred spent twenty years with Merrill Private Wealth Management, founding the Merrill Center for Family Wealth™ during her time there. Previously, she provided comprehensive financial planning and tax services to multigenerational family groups and executives for nine years with Ernst & Young.

Ms. Allred has dedicated her career to walking alongside individuals and families to more effectively navigate the complexity and promise of wealth. Immersed in the facilitation of family meetings, her practice includes the application of family governance and decision making, family dynamics, learning and development of the rising generation, philanthropy and transition planning.

Active in her community, she volunteers in local public schools, teaching financial literacy to elementary school students. She also leads CHOICES workshops for middle school students – a program designed to decrease the high school dropout rate. Committed to advancing the Family Wealth field, Ms. Allred serves on the faculty of the UHNW Institute and teaches for the Investment & Wealth Institute® CPWA® program.

Ms. Allred earned a master’s degree in Taxation, with distinction, from DePaul University, and an undergraduate degree in accounting. Ms. Allred is a Certified Financial Planner™, Personal Financial Specialist and Certified Public Accountant (California), and Certified Exit Planning Advisor. She is a member of Collaboration for Flourishing Families and the Purposeful Planning Institute.

Mac Gardner, CFP®, Founder and Chief Education Officer, FinLit Tech

Mac Gardner, a Certified Financial Planner practitioner, has served in the financial services industry for more than 20 years. The mission of his current company, FinLit Tech, is "Building a Bridge Between Financial Literacy and Financial Technology". FinLit Tech develops Financial Education tools to start the personal finance education journey from as early as elementary school. Additionally, his passion for financial literacy led him to publish his first book, “Motivate Your Money!”. The book serves as a tool to share his extensive experiences in the field of Personal Financial Planning. His second book, "The Four Money Bears" teaches children about the four basic functions of money. It is a fun and entertaining way for parents to start a conversation about money with their young children.

Oliver Pursche, Senior Vice President, Wealthspire Advisors

Oliver Pursche is the Author of “Money Can Grow on Trees: when you take care of it." His opinions, views and guidance on saving and investing are frequently requested by CNBC, Bloomberg Television and Radio, Kiplinger's and Forbes Magazines as well as many other national and world-wide news outlets such as Reuters and Dow Jones. In his role as an advisor, Mr. Pursche has been named "amongst the best of the best" by Barron's Magazine six years in a row (2008 - 2014) as part of their "Top Independent Advisor" annual ranking. As an Author and Educator, Mr. Pursche has been a key note speaker at both industry and private events, has been featured in hundreds of investment seminars including events sponsored by AAII (American Association of Independent Investors), Vanguard and Fidelity.

Active in the industry and his community, he served on the Cherie Blair Foundation for Women Entrepreneurs Advisory Board, MoCA Westport Board of Directors, and Harvard Business Review Advisory Board, among others.