The No Numbers Money Talk

Having the money conversations with your family without using numbers? It is easier than it sounds when you have the right tools.

This don't-miss virtual event will provide the Leading Generation (aka Parents and Grandparents) with pearls of wisdom and practical tools to help foster successful discussions around philanthropy, what happens in case of an emergency (ICE), and communicating your legacy. These types of discussions are a wonderful opportunity to spend time with family and share values, priorities, and strengthen relationships.

Join Venturi and Legacy Capitals at 10:00 AM CST on November 3rd to:

  • Understand how to talk about wealth, without referring to dollars and cents.
  • Gain practical tools to prepare the next generation regarding their values and valuables.
  • Prepare for you meaningful conversations with your family.

 

Your attendance will be anonymous and questions can be submitted via the chat feature. Please fill out the form and we will send you a link to the Virtual Event. Please be sure to check your promotions/spam folder if you do not see the email in your inbox. 


Dr. Richard Orlando, is the founder of Legacy Capitals, and author of LEGACY: The Hidden Keys to Optimizing Your Family Wealth Decisions. Dr. Orlando and his team are a strategic partner to our firm specialized in working with client-families to address topics such as wealth & values transfer, preparing the rising generation, family governance, legacy planning, and family philanthropy.

Richard has worked with the sports psychologist of the New York Giants and with athletic teams at Seton Hall University. He has been referenced in numerous publications including the New York Times, WSJ Online, Private Wealth Magazine, Trusts & Estates, CFA, Merrill Lynch Advisor, Research, Bloomberg Wealth Manager, On Wall Street and Registered Rep.

Dr. Orlando holds a Ph.D. in Family Systems from Seton Hall University and certifications from both the Family Firm Institute (FFI) and the International Coach Federation Accredited Program (ICF). He is an approved instructor for IMCA’s Certified Private Wealth Advisor® (CPWA®) certification program, which is an advanced credential for financial planners to address the unique needs of high-net-worth individuals and families.

In the community, Richard is on the Board of Directors at Urban Hope in Staten Island, New York, and is an enthusiastic husband and father.