Women & Wealth

With Kimberly Rose, Banker and Regional Head of Women and Wealth & Victoria Bolton, Senior Wealth Advisor of J.P. Morgan Private Bank

This session will explore:

The essentials of estate planning – Do you understand your estate plan? Do you need tips to get started?
What works—and what doesn't—when it comes to communicating in families about wealth
Common challenges to sustaining wealth across generations
How to start talking to your children, no matter what age, about making meaning out of money