Personal Money Stories within Families of Wealth and Managing the 7 Family Success Factors
Date: Thursday, October 20, 2022
Time: 4:30pm - 6:30pm
Location: Axemann Brewery
Speaker: Amanda Priebe Harvey, CFP®
Speaker: Amanda Priebe Harvey, CFP®, VP & Senior Resident, Institute for Family Success, PNC Private Bank
Time: 4:30pm Presentation; 5:15pm Networking Reception (Doors Open at 4pm)
Location: Axemann Brewery, 2042 Axemann Road, Bellefonte, PA 16823
Register/RSVP: Julia Robinson at Julia.Robinson@kishbank.com
No event fee for registered members or guests (both advisors and/or community members are welcome, subject to space limitations).
Drink tickets to be offered to members. Guests are welcome to use cash bar.
Presentation Overview:
As professional advisors, we are charged by our clients to assist them with navigating the many aspects of accumulating, utilizing, and transitioning family wealth. During the course of this work, we can also find ourselves navigating the tumultuous waters of family dynamics, individual money behaviors, and our own personal money stories. During our time together, we will share what the research tells us about how money behaviors are formed, how families can explore and better manage the 7 Family Success Factors, and tools that are available to professional advisors to better position themselves to navigate the qualitative aspects of client engagements.
About the Speaker:
Amanda has been guiding and educating families through the financial planning process for over 15 years. During this time, she also expanded her approach to planning to incorporate the evidence based knowledge and practices from the behavioral sciences. Amanda completed her undergraduate studies in the field of psychology. She also obtained a Master’s of Science in Counseling Psychology, and a Graduate Certificate in Financial Therapy. Throughout her career, Amanda has strived to promote and educate consumers and professionals on the importance and value of an interdisciplinary approach to financial planning.
