Webinar - Structuring a Fundamentals Framework for Rising Gen Financial Literacy
Overview
Many families have an interest in, and questions about, developing financial literacy in their rising generations. Financial skills and knowledge can be taught and reinforced through experiential learning. This webinar outlines a framework for approaching the task of developing financial literacy, from subjects of learning to considerations as to how to mature that knowledge through targeted experiences.
***Attendees of this webinar are eligible to receive one hour of CPE credit upon completion of participation requirements.***
Speaker(s)
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Craig has more than 30 years of professional experience in public accounting firms, law firms, and on the corporate side. Craig leads the National Family Office Services Practice, serving national and global family office clients. Craig began his career in public accounting and after earning his law degree, practiced tax and corporate law in Washington, D.C., becoming a partner at the firm of Patton Boggs LLP. He later joined Case Corporation as Senior Tax Counsel, helping structure corporate transactions and joint ventures. Following his tenure with Case, Craig spent 14 years at Amway Corporation, where he held a wide variety of tax and financial roles, including Chief Tax Officer, Corporate Controller, and interim CFO. During this time, Craig worked closely and extensively with the two family offices of the Amway shareholder families. Craig brings his breadth of knowledge to every client, to help them navigate the changing business landscape and family dynamics.