Workshop #2: The Thin Green Line: The Money Secrets of the Super Wealthy

Date: 
Tuesday, January 16, 2018 -
11:10am to 12:00pm
Speakers: 

Session type:

As an investment and wealth advisor, you know something big has changed in the world of money: high-net-worth individuals have concerns about their wealth that often have far less to do with their investment returns and more to do with the meaning of their money - for them and their children. How is their money going to affect their family, their friendships, and their legacy? What type of planning do they need to do for themselves, their heirs, and the organizations that matter to them? Paul Sullivan, author of The Thin Green Line: The Money Secrets of the Super Wealthy and the Wealth Matters columnist for The New York Times, will speak about the mindset of the wealthy, about how they think about saving, spending, and giving their money away – and why it is different in important ways from how people who are rich or poor think about those same issues.