Clarkston Capital

Virtual AEP Event: Family Dynamics & Intergenerational Conflict: Preserving Family Wealth and Harmony

Date: Wednesday, March 22, 2023
Time: 11:30am - 12:30pm
Location: Virtual
Speaker: Susan P. Rounds, JD, CPA, LLM, AEP®, TEP


Under the hard glass of the “money magnifier” the unique qualitative issues and challenges of wealth in families come to the forefront. This presentation identifies the factors predicting success or failure in the transition of family wealth and highlights some practical tools to help advisors navigate the sometimes rocky landscape: The significance of money beliefs and associations; fundamentals of trust beneficiary communications, designing family meetings, drafting family mission statements, and other tools for advisors working with financial families.  

*You do not need to have an AEP designation to attend this event.*

Zoom link will be sent prior to the event.

*Event is eligible for one hour of AEP CE. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program.*

Interested in obtaining the Accredited Estate Planner® designation? A council nomination will provide a 50% discount on the application fee, an exemption from the professional references, and reduce the 15 years’ estate planning experience requirement to 10 years for exemption from the education courses. Go the CAEPC site’s AEP® page for more information.


See Upcoming Event Calendar