100% of Family Business Magazine/Stetson University workshop survey participants indicated:
"This session was valuable and I would recommend it."
“Jayne is an engaging and inspiring presenter who offers a wealth of knowledge. Her expertise in the realm of financial issues that affluent families face is fresh and insightful. She offers pointed, actionable and sensitive ideas to help parents and children.
Robert Sek, Wells Fargo Advisors, LLC
“Rich Morris is not only an excellent presenter, but he has that rare talent of combining personal experience, best practices, and solid research in a highly accessible, meaningful, and insightful delivery.” Greg McCann, Stetson University Academic Coordinator, Professor of Family Business
“Morris and Pearl provide insights that are beneficial to all generations, share stories from families that are easy to relate to, and provide hundreds of tips, tools and recommended resources.” Jill Shipley, GenSpring Family Offices
“The authors explore some of the unintended consequences, often ignored, that wealth may have on children—such as unrealistic expectations, failure to become producers of new wealth, or a lack of skills and confidence needed to become productive and independent.” Judy Green, Executive Director, Family Firm Institute, Inc.
“The Kids, Wealth and Consequences session at the Family Business Magazine/Stetson University April 2010 "Transitions" conference received high marks from attendees for its valuable content presented in an engaging format. It over delivered on expectations.” Barbara Spector, Editor-in-Chief, Family Business Magazine
“Rich is a fantastic speaker and knows just how to engage the audience on a very personal subject. His family experience allows him to cover a delicate topic with grace and humor. I highly recommend the workshop/seminar to any family that is looking for a way to start conversation about money, kids and the future. Communication is the key and the book/workshop gives you some tools to start that conversation with your children. “ Pam Flaherty- Schwartz Brothers
- "Parents in our community acquired very helpful information from Jayne about our kids and money. We learned about first determining our own values regarding money, and how to communicate that to our children, and how to help them begin to be financially responsible and independent. Jayne's presentation was very thought-provoking, and was delivered in a casual and entertaining manner. Jayne provides parents with some great resources to be used with children of all ages!" Chris Winkle Batavia Parent Academy
- “Many of the ideas, concepts, and suggestions will be revelatory for many dealing with inter-generational issues of wealth creation, preservation, and transfer.“ Jeffrey E. Horvitz, Vice Chairman of Moreland Management Co.
- “Families of wealth as well as the consultants who work with them will find this book full of information that guides and enhances their ability to develop the skills for next generation success and happiness.” Ann Dugan, founder of the Institute for Entrepreneurial Excellence
- “It's probably the first book to discuss the affects of the 2008 financial crisis on high net worth individuals, and the message to pass on to their children.” Sheri Kole, Kole Asset Management Inc.
- “There's a lot of talk these days about 'sustainability' -- but until this book, really nothing that applied this concept to the very foundation of our society -- families.” Diane Gayeski, Dean of the Park School of Communications Ithaca College
- A combination of parenting and financial advice. They’ll not only learn how to shape future generations, but also gain insight into the meanings they themselves attach to wealth.“ Angela Leeper, Foreward Magazine, March/April 2010
What recent workshop participants have said:
What will you take away from this workshop?
- “A lot! Help setting savings goals, targeting some allowance for wants and some for needs, and the five financial values.”
- “A greater awareness of the impact that finances have on all the values we teach our children.”
- “I liked the strategic questions.”
What would you like to do differently with your children?
- “Make them work/save for things which will be appreciated later.”
- “Work on more goal setting with them.”
- “Be cognizant of my modeling (through talk and action).”
What do you want to change or accomplish in the next 90 days?
- “Talk to my child about what money is for and about financial values, saving, allowances, etc.”
- “Ask what their thoughts are about success.”
- “Teach more independence about money choices”