Study Group- Webinar: "Multiplying Assets in a Pandemic Era: Family Cohesion, Family Values and Family Wealth."

Date: Tuesday, December 8, 2020
Time: 5:30pm - 6:30pm
Location: REMOTELY
Speaker: Amanda Koplin, LPC, Thomas Rogerson, President and CEO, Susan J. Travis, CFP®, CTFA, AEP®

The pandemic forced us to face ourselves and reorganize our lives in a way that could not have been anticipated or imagined. Divorce rates, alcohol sales, suicide rates, and philanthropic donations skyrocketed during this time. Families sheltered in place who before traveled freely and independently throughout the world.

This timely webinar will educate estate planners on pandemic statistics impacting family dynamics—and assist trusted advisors as they help families embrace their new normal, moving into their future and creating a comprehensive Family Wealth Plan in a pandemic era.

Amanda Koplin, LPC is a mental health entrepreneur and thought leader who creates innovative solutions to fill gaps in the mental healthcare system. Tom is a pioneer in family governance and legacy planning.  In 2017 Tom teamed up with his wife and started GenLeg Co., Inc. Susan J. Travis began her career in the financial services industry in 1987 and prior to joining Mercer Advisors was a Sr. Vice President and Trust Officer with Kanaly Trust Company in Houston. Susan specializes in multi-generational wealth management issues

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