FOX Webcast: Who Am I and Where Do I Fit? The Dilemma of the Rising Generation - February 28, 2024
Overview
Please join us on Wednesday, February 28, from 10:00 am to 11:00 am CT, for a live interactive webcast with FOX members and subject matter experts.
Join FOX for a lively discussion addressing the roles and obstacles of the rising generation, with author and innovator in financial education and well-being for families, Joline Godfrey, and FOX’s Director, Relationship Manager, Heather Abramson. We will highlight vexing obstacles the rising gen faces, the possibilities for claiming one’s roles and place in the family, and strategies that can be employed to claim identity and roles, inside and outside the family. The importance of the support and leadership from allies such as parents, advisors, grandparents, and colleagues will be presented in this inclusive and educational webcast.
Please click on the Register button below to sign up for this webcast. A replay of this webcast will be available to members approximately three weeks after airing.
You may contact the Events Team with any questions at events@familyoffice.com
Field of Study: Specialized Knowledge - Up to 1 CPE credit can be earned by attending this event. CPE credits are accepted at the option of state certifying boards. Requirements, compliance procedures and acceptance may vary by state.
Program Level: Overview | No prerequisites are required for this session. | Delivery Method: Group Internet Based
Family Office Exchange is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
REFUND POLICY: For this event, there is no fee. To cancel, you may contact the Events Team at events@familyoffice.com. For more information regarding administrative policies please contact FOX office
Agenda
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10:00 am CT |
Webcast Begins |
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Presentation: Who Am I and Where Do I Fit? The Dilemma of the Rising Generation |
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11:00 am CT |
Webcast Adjourns |
Speaker(s)
Joline Godfrey
Founder and Chief Content Officer, Bounce10, LLC
Joline Godfrey has been an innovator in financial education for children and parents for over two decades. She is the author of Our Wildest Dreams: Women Making Money, Having Fun, Doing Good; No More Frogs To Kiss: 99 Ways to Give Economic Power to Girls; Twenty $ecrets to Money and Independence: The DollarDiva’s Guide to Life; and Raising Financially Fit Kids, and her most recent book, Raffi’s SuperPowers, is the first of a series of children’s money books. She serves a small coterie of private clients around the world, hosts a range of innovative programs, and continues to write and speak about issues relevant to thought leader families.
Godfrey’s invention of a developmental approach to financial education for family members from the youngest child to the oldest financial novice was a breakthrough in financial education which has earned her numerous speaking and consulting opportunities, including invitations to address gatherings that include Fast Company and Inc. 500 conferences; the exclusive Padres e Hijos gathering in Latin America, hosted each year by Carlos Slim; and an historic meeting at Ten Downing Street organized by Gordon Brown to encourage a more entrepreneurial UK generation. She has spoken to family offices from Dallas to Dubai and at many of the most prestigious family office gatherings in the world.
A Maine native, Joline graduated from the University of Maine, earned an M.S.W. from Boston University, and was awarded an Honorary Degree in Business from Bentley College for her achievements in financial education. Godfrey was a Kellogg Leadership Fellow and has been recognized in features for The Today Show, Oprah, Fortune, Business Week, Inc. Magazine, and The New York Times. She is the subject of a Harvard Business School case.
Heather Asher Abramson
Director, Relationship Manager, FOX
Heather Asher Abramson is the Director, Relationship Manager at Family Office Exchange (FOX). In her role, Heather works with business-owning family members to understand their objectives and provides guidance to help address their unique needs through the resources available at FOX. Heather also runs FOX’s Rising Gen Community, designed to provide next-generation family members an opportunity to learn, share experiences, and develop skills as future leaders. Heather has held multiple roles at FOX including membership development.
Before joining FOX in 2008, Heather served as Strategic Marketing and Events Manager at Aon Corporation. While at Aon, Heather planned and executed more than 100 large-scale events and created the marketing and project execution for Aon’s South America Division. Earlier in her career, she worked on Capitol Hill for a U.S. senator and in the foreign policy department at a lobbying organization. She also has previous experience working in a Chicago-based family office.
Heather has a B.A. degree in Journalism, Public Relations, and Political Science from the University of Wisconsin-Madison. She graduated with honors from DePaul University with an M.A. in Organizational and Multi-cultural Communications.