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DTSTART:20251030T160000Z
DTEND:20251030T180000Z
LOCATION:Zoom
UID:2813820251030T160000ZFamily Wealth - A Hard Look at the "Soft" Issues
DTSTAMP:20260526T184328Z
DESCRIPTION:\nOur October meeting is in conjunction with Central New York Community Foundation.  It is only via Zoom.  [Event site](https://cnycf.org/events/2025-annual-professional-advisor-continuing-education-seminar-advisor-event/)\n \nTo RSVP, please click [here](https://cnycf-org.zoom.us/meeting/register/-9gag3W5QrecO3la5ZTvkA#/registration).\n \nJoin us for the 2025 Professional Advisor Continuing Education seminar. In this powerful presentation, Susan R. Schoenfeld explores how advisors can deepen their client relationships by addressing the emotional and human aspects of wealth management — the “soft” issues that are often overlooked but critically important to client families.\n \nToo often, advisors focus solely on performance and products. This seminar shifts the lens toward what truly keeps families of wealth awake at night — communication, values, legacy, and family dynamics.\n \nKey Takeaways:\n What is the biggest challenge of raising the next generation of wealth? How to help clients answer: How much to give, when, and what to say about it? Why communication around wealth is vital — and how to help clients shape that narrative. How to define family values, culture, and legacy through structured family meetings. The role of family philanthropy and why community foundations may be ideal partners. How to navigate and advise on “equal vs. equitable” inheritances. \nSusan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA\n Susan is an award-winning thought leader and speaker on the human aspects of family wealth. Based in NYC, she is a “recovering” attorney and CPA, and the founder of Wealth Legacy Advisors LLC. Her expertise helps financial professionals and families navigate the often unspoken challenges of legacy, stewardship, and leadership succession.\n \nLearn more at [SusanSchoenfeld.com](https://www.susanschoenfeld.com/) and [WLALLC.com](https://www.wlallc.com/).\n \nFor additional information on this program and CE credits, please email Pragya Murphy at pmurphy@cnycf.org.\n \n2 hours of continuing education credit are offered for the following:\n CPE (Taxes) – Provided by Bonadio & Co., LLP – Pending Approval CFP – Provided by Financial Planning Association (FPA) of CNY – Approved Life & Health Insurance (CE) – Provided by Pohs Institute – Pending Approval PACE/ChFC/CWS – Attendance certificate will be provided for self-reporting
SUMMARY:Family Wealth - A Hard Look at the "Soft" Issues - Estate Planning Council of Central New York 
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