AAA-CPA New England Chapter Meeting - Tuesday, January 24, 2017 at Ballentine Partners, 230 3rd Avenue, 6th Floor, Waltham, MA, 02451. Please call Ballentine Partners at 781-314-1300 should you require additional assistance with directions.
This free event will provide CPAs with one hour of Continuing Professional Education (CPE) credit in Business Law.
Raising Healthy, Wealthy & Wise Kids: Case Studies
Speaker: Coventry Edwards-Pitt, CFA, CFP®
Where are the success stories of children who were raised with wealth and went on to lead productive, motivated, and independent lives? What can wealthy parents learn from these success stories? Seeking to answer these questions, Coventry Edwards-Pitt (Author and Chief Wealth Advisory Officer of Ballentine Partners, LLC) spent a year interviewing successful inheritors and collecting the key lessons from their experiences into her book, Raised Healthy, Wealthy & Wise: Lessons from successful inheritors on how they got that way. In this session, Covie shares several of the inheritors' stories from the book, told in their words, and summarizes what the interviews revealed about what works -and what doesn't in raising children amid wealth.
4:00 p.m. - Registration
4:30 p.m. - Greetings
4:40 p.m. - 5:50 p.m. - Program
5:30 p.m. - 6:30 p.m. - Refreshments & Networking