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Family Legacy Conversations: Discussing What Matters Most

Event Description

​Some families manage to preserve both their assets and relationships because they add something important to the inheritance preparation process.  When they incorporate Family Legacy Conversations, they focus on the values, lessons, wisdom and leadership that are an integral part of the foundation of the family. Advisors play a key role in helping families succeed. This success involves thinking beyond the traditional estate planning model. Advisors need a practical tool they can use to help their clients discuss what really matters most. In this session you will learn to use an ethical will as a tool for inserting the clients' voice, and your own, into the family legacy conversation.

Join us for this special luncheon event with Dr. Eric Weiner.

Dr. Eric Weiner is a consultant, speaker, and therapist. He brings a variety of skills to his work with affluent clients and advisors. Services include the facilitation of intergenerational family meetings and client-centered training for financial advisors. He helps families have values-based conversations about money and inheritance as part of their tax and legal estate planning strategies. His passion is to help families define a legacy that preserves both physical assets and family relationships over time.

His award-winning book "Words from the HEART: A Practical Guide to Writing an Ethical Will," is a tool that assists families in defining what matters most in the inheritance preparation process. He is an experienced speaker and has given numerous presentations to companies including Northwestern Mutual Life, The National Association of Personal Financial Advisors, and Northern Trust Bank. The recently published "Ethical Wills: Words from the Jewish HEART" is a valuable resource for Jewish foundations and organizations.

His professional training includes a Doctorate in Marriage and Family Therapy from Kansas State University, and he has held academic appointments at the Medical College of Wisconsin and Michigan State University. ​

Event Type

Society; Educational

Education Topic

Leadership, Management, and Communication Skills

Start Time

2/8/2017 12:00 PM

End Time

2/8/2017 1:15 PM

Event City


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Location Info

​Wisconsin Club
900 W. Wisconsin Avenue
Milwaukee, WI  53233


Dr. Eric Weiner

CE Credits

1 credit

SER Credit




Member Price


Non-Member Price


Candidate Price

$30 / University Students - $10


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Content Type: MyCFA Calendar
Created at 12/6/2016 8:13 PM by
Last modified at 2/7/2017 4:44 PM by