Signature talks
Purposeful Prenups
Giving Couples the Greatest Chance for a Healthy UnionWith financial infidelity being cited as one of the leading causes for divorce, bringing up the topic of a prenup, postnup or cohabitation agreement can be one of the most empowering things an advisor can do for a client. Knowing how to approach this the right way can turn a potentially contentious conversation into one that will serve to strengthen a marriage to last. This interactive presentation focuses on HOW to have the prenup conversation in healthy, relationship-strengthening ways, and includes:
- Relevant case studies and role playing to explore adversarial and collaborative approaches
- Research data and tools from family systems theory, positive and archetypal psychology and proven mindfulness practices
- Practical and simple approaches for navigating emotionally charged conversations.
Blended families
Blended Family Estate Planning from the Head and the HeartUsing a complex and fascinating blended family case study, this presentation explores what keeps couples from signing estate planning documents and otherwise derailing their estate planning process and progress. During this presentation, participants learn the common dynamics that may be lurking under the surface and what to do about them, along with:
- How to navigate major obstacles, including fair vs. equal, conflict of interest, and communication breakdowns
- How to align estate planning goals with family values
- How to open up a dialogue amongst family members to allow for greater buy-in and implementation of the estate plan
Blended families
Blended Family Estate Planning from the Head and the HeartUsing a complex and fascinating blended family case study, this presentation explores what keeps couples from signing estate planning documents and otherwise derailing their estate planning process and progress. During this presentation, participants learn the common dynamics that may be lurking under the surface and what to do about them, along with:
- How to navigate major obstacles, including fair vs. equal, conflict of interest, and communication breakdowns
- How to align estate planning goals with family values
- How to open up a dialogue amongst family members to allow for greater buy-in and implementation of the estate plan
Money, Emotions and Mindfulness
How to Effectively Address the Qualitative Side of WealthEvery financial decision has an emotional component to it. Any time a client fails to sign documents, or avoids meetings, or reacts irrationally when asked about their finances, there are ingrained patterns that are causing counterproductive behaviors to occur. During this presentation, participants learn:
- How to interact with the most common adaptive strategies clients utilize when discussing finances
- How to predict, prepare for, and minimize emotional reactivity from clients
- How to communicate more effectively with clients utilizing self-awareness and mindfulness practices
Keeping it in the Family
Keys to Successful Family Business TransitionsFamily-owned businesses have a unique set of challenges and issues that must be understood and addressed when planning for succession. This research-based presentation addresses the significant issues that family-owned business owners and their advisors need to be aware of when considering the various options to transition ownership and leadership. Attendees will learn:
- Common emotions at play when an owner is trying to decide when and how and to whom to transition
- Key factors that distinguish successful transitions from those that fail
- Effective methods to include and engage all family members across generations
Keeping it in the Family
Keys to Successful Family Business TransitionsFamily-owned businesses have a unique set of challenges and issues that must be understood and addressed when planning for succession. This research-based presentation addresses the significant issues that family-owned business owners and their advisors need to be aware of when considering the various options to transition ownership and leadership. Attendees will learn:
- Common emotions at play when an owner is trying to decide when and how and to whom to transition
- Key factors that distinguish successful transitions from those that fail
- Effective methods to include and engage all family members across generations.
Speaking
Emily Bouchard is an engaging, sought after speaker and author. Fueled by her compassion and commitment, her presentations are informative, interactive, and impactful. She trains advisors who truly want to make a difference in the lives of their clients how to respond effectively to the emotional side of financial and estate planning.
Emily is a Leadership and Legacy Consultant at Ascent Private Capital Management, part of U.S. Bank, in the Family Offices Services division. She has been working with high net worth families since 2004 with specialties in blended families and philanthropic advising.
