Webinar - Learning Strategies to Engage and Empower the Rising Gen
Overview
What can I do to raise productive, responsible, generous and prepared inheritors or owners? How do I get the rising generation to get involved and engaged in learning so they are ready for their future roles and responsibilities? How do we create programs and a curriculum that everyone will find valuable taking into consideration their different ages, interests and aptitudes? While there is not a silver bullet solution or a guarantee of success, this session will provide insights and examples to help parents, family office professionals, and wealth advisors address these common questions. In this webinar, we will explore concrete tools, guidelines, and success factors for empowering and engaging your rising generation family members.
***Those that attend this webinar and complete the conditions of participation are eligible to receive 1 hour of CPE credit.
Speaker(s)
Jill Shipley is a Managing Director at Abbot Downing who strives to identify families’ wealth objectives and develop long range strategies critical to sustaining wealth over generations. As part of Abbot Downing’s Institute for Family Culture, Ms. Shipley helps families clarify family and individual values, enhance communication, plan for transitions, engage in shared philanthropy and prepare heirs. Overall, she is focused on the preservation and continued development of the qualitative aspects of a client family’s wealth.
Prior to joining Abbot Downing, Ms. Shipley served as the Director of Family Education at GenSpring Family Offices leading the firm’s efforts to prepare family members for life with wealth. She pioneered the development of interactive educational programming and facilitated multigenerational family meetings focused on enhancing family cohesiveness, celebrating and capturing family legacy, and building family member competencies. Before GenSpring, she co-developed the country’s first academic major in Family Business at Stetson University and was an adjunct professor teaching family business courses.
Ms. Shipley was awarded the 2014 Family Wealth Report Award for being the Rising Star in the family wealth management industry. She is a noted speaker on the topic of family wealth and has been quoted in such publications as the Wall Street Journal, Barron’s Penta, Trust & Estate Magazine and Financial Advisor Magazine. Ms. Shipley is certified as a meeting facilitator, as a Creative Wealth International Coach, and is qualified to administer the DiSC and Myers Briggs Type Indicator. She earned her bachelor and master of Business Administration degrees from Stetson University.