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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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