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WEBINAR: Talking About the Future
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For these families or those approaching this life stage, the time has come to initiate conversation with siblings, parents and others regarding their parents future care, needs and wishes.
Liz Moyer, a financial and wealth management journalist who has written for Forbes, the New York Times and Wall Street Journal will be our moderator for this session. Join us for a 30 -minute complimentary webinar to:
- Learn some of the hard lessons and inspiring reactions that other families have experienced as they have gone through this process with their loved ones.
- Get tips about developing a family financial plan, including where to turn for help.
- Hear how third-party advisors have helped diffuse difficult family dynamics to create a plan that everyone could agree on.
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.
with Your Parents
Marie DelRossi, J.D., LL.M.
Managing Director, Wealth Strategist
Kathleen Kenealy, CFP®
Boston Private © 2017
With 10 years of trust administration and private wealth experience as well as 15 years working as a trust and estate attorney, Marie DelRossi brings expertise in estate planning, probate and taxation. This unique perspective allows her to effectively analyze and work with complex estate, trust and tax planning concepts for Boston Private’s high net worth clientele, assisting both individuals and families in the preservation, enjoyment and transfer of wealth.
Kathleen has over 10 years of experience in wealth planning and advisory services and specializes in working with successful individuals and families to manage and protect their assets. As a Client Advisor, Kathleen works closely with her BPW colleagues and her clients’ external advisors to provide thoughtful advice and guidance on investment, retirement, philanthropic, estate, and tax planning strategies.