Aug 25, 2022

Virtual

Bring More Intimacy to Your Generational Wealth Experience

In this TED-Style talk, guest speaker Tobias Donath from the Fidelity Center for Family Engagement shares how the process of financial decision-making can create closeness and connection in your family. Followed by a moderated Q&A, this thought-provoking session will illustrate how to:

  • Navigate complex emotional and family dynamics around wealth
  • Step into the emotional and relational aspects of wealth
  • Seek voice from people impacted by your decisions
  • Foster a sense of mutuality in your family
  • Expand the generational wealth conversation

Event dates

  • August 25, 2022

    1:00 pm - 2:00 pm

    Bring More Intimacy to Your Generational Wealth Experience

    In this TED-Style talk, guest speaker Tobias Donath from the Fidelity Center for Family Engagement shares how the process of financial decision-making can create closeness and connection in your family. Followed by a moderated Q&A, this thought-provoking session will illustrate how to: Navigate complex emotional and family dynamics around wealth Step into the emotional and relational aspects of wealth Seek voice from people impacted by your decisions Foster a sense of mutuality in your family Expand the generational wealth conversation

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Scottsdale, AZ

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Los Angeles, CA

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Lakewood, CO

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Alexandria, VA

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Maryland

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Naples, FL

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Street view of Winter Park Florida Pathstone Office

Winter Park, FL

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Atlanta, GA

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Boston, MA

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Englewood, NJ

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Aerial view of New York City

New York, NY

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Providence, RI

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Austin, TX

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Bellevue, WA

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Seattle, WA

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