NAEPC Webinar: Complimentary - sponsored by Inherit IQ: From Woodstock to TikTok: Understanding and Bridging Generational Divides

Add to My Outlook Calendar Add to My Google Calendar This session will focus on the history, priorities, preferences, and idiosyncrasies of different generations, including the Silent Generation, Baby Boomers, Generation X, Millennials, and Generation Z. We will delve into cultivating of family connection and collaboration, even when extreme differences exist. Leave with new tools to engage the rising generation and bridge generational gaps, ensuring intentional and holistic planning for your clients' futures. Whitney Webb is the Managing Director, Head of Family Governance at Cresset helping to prepare families for the responsibilities and challenges of wealth transfer. She has been working with multi-generational families since 2012 in the areas of governance, effective communication, philanthropy, and financial and entrepreneurial education. Whitney was previously the Director of Operations at Independent Means, a private firm focused on education for UHNW families where she was the lead facilitator and the director of global programs including Camp Start-Up and Fashion and Finance. She is the founder of Launch Generation which produces experiential programs for teenagers focused on financial literacy, leadership, and entrepreneurship. Prior to her work in governance and education, Whitney was a Kiva Fellow in Kigali, Rwanda where she worked to strengthen partnerships and increase the reach of microfinance through employee training and industry research. Whitney graduated from the University of Florida and began her career with Porter Orlin hedge fund in New York City, where she performed investment research for the managing director, Alex Porter. Whitney has led several volunteer educational programs including financial literacy training in Cambodia and Rwanda and led and developed a parallel conference track for teens and kids of delegates at Opportunity Collaboration, an international convening of leaders in social change and innovation. Whitney is a trustee for the Ruth and Hal Launder’s charitable trust, a co-chair of the Nexus Working Group on Family Prosperity, and a partner at Social Venture Partners. She has been a speaker and panelist for FOX, Tiger 21, Youth Philanthropy Connect, Hawaii Tax Institute, and the Exit Planning Institute. Whitney also received a 2022 Young Professionals Award from THE FAMILY WEALTH ALLIANCE. Thank you to InheritIQ for sponsoring this complimentary webinar! This webinar will be hosted within Tradewing, NAEPCs online community. When registering within this system for the first time, you will be asked to create an account. Please click the button below and then "Sign Up" to create your account. Once complete, you can RSVP as “Going.” See all upcoming and previous webinars The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary education. Programs are COMPLIMENTARY. Webinars are offered within the Tradewing online community, which is separate from the NAEPC website. Participants must create an account prior to their first registration, and can then easily register for the webinar(s) they would like to attend. Not able to attend on the live date and time? Register anyway and we'll send you a link so you can view the recording at your own convenience. Continuing education credit is available at most webinars for Accredited Estate Planner® designees. 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. Please contact [email protected] prior to attending if you have any questions with regard to the availability of credit. Webinar sponsorship is available, along with other opportunities to support the association. Email [email protected] to be added to the distribution list for opportunities. See Upcoming Event Calendar