HAVE YOU TALKED ABOUT MONEY WITH YOUR CHILDREN? 

Register Today

Complete the form below to register for the complimentary webinar, Talking to Your Children about Money.
 
Join our complimentary 30-minute webinar, Talking to Your Children About Money, to hear from our experts as they discuss lessons and strategies that have enabled them to effectively engage with clients’ children to nurture financial savviness from saving, to budgeting and long-term investing with moderator, Liz Moyer,  a leading financial journalist for The Wall Street Journal and The New York Times. 

Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, a U.S. Securities and Exchange Commission Registered Investment Adviser. Boston Private Wealth LLC is a wholly owned subsidiary of Boston Private Bank & Trust Company.

Boston Private Bank & Trust Company, its parent, its subsidiaries, and their staff, do not provide tax, accounting or legal advice. You should consult with your legal or tax advisor prior to taking any action relating to the subject matter contained on this website.

Investments are not insured by the FDIC or any other government agency, are not guaranteed by Boston Private Bank & Trust Company or its subsidiaries, affiliates or parent company, may lose value, and are not a Bank deposit.
  • About the access your children can have to Boston Private resources

WEBINAR: TALKING TO YOUR CHILDREN ABOUT MONEY

WEDNESDAY, FEBRUARY 8

1 PM EST | 10 AM PST

30 MINUTES WITH LIVE Q&A

Over time, parents have many opportunities to teach their children about money and financial planning, but, as they get older and more independent, they often stop listening.

This is where Boston Private can help. As an independent third party, your Boston Private advisor is often better positioned to pick up on your lessons and engage your children in financial education and planning tailored to their needs. 

IN THIS WEBINAR, YOU WILL LEARN:

The information and materials contained on this site or in any communication containing a link to this site is not intended for distribution to, or use by, any person or entity in any jurisdiction or country where such distribution would contrary to law or regulation or which would subject Boston Private Bank & Trust Company or its subsidiaries or affiliates to any registration requirement within such jurisdiction or country. The information and materials contained on this Site are not intended as an offer or solicitation for the purchase of stock, any other security or any financial instrument of Boston Private Bank & Trust Company or any other issuer or company.


You will also have an opportunity to submit your questions for the presenters to answer.
 

  • About actual experiences where Boston Private advisors have helped to foster financial learning while sharing family values about wealth or philanthropic aspirations

MEET OUR MODERATOR AND BOSTON PRIVATE EXPERTS
 
Liz Moyer – Moderator and personal finance/wealth management writer  
 
Liz is a journalist with over 20 years of experience reporting on wealth, finance and banking for The New York Times, The Wall Street Journal, Forbes and other publications. She is currently an editor and contributor at New York Times' DealBook. She has twin high-school aged daughters and lives with her family in New York City.  View Liz's full CV.
 
Jay Carroll – Senior Wealth Advisor at Boston Private

For the past 20 years, Jay has advised high net worth individuals, families and institutions across the U.S., Europe and Asia. Jay works with clients who have complex needs, utilizing his expertise in investment management, tax and estate planning, and lending to implement customized solutions. Through sophisticated financial planning, portfolio construction and risk management, Jay brings organization, structure, and peace of mind to clients.
 
Kathleen McQuillan – Senior Vice President at Boston Private
 
With more than 26 years of private banking experience, Kathleen works closely with a number of private clients to help them with their deposit and cash management needs. Kathleen is committed to building enduring, thoughtful relationships with each of her clients, providing them with exceptional personal attention, deep expertise and customized financial solutions for their evolving and complex financial needs.