Last week I had the opportunity to work with a great group of William Blair clients in Boston. Everyone attending intently focused on understanding how to talk with their kids about money throughout each stage of their lives. We focused on ages 6-18+, providing a short list of key ideas to move the conversation along in an age-appropriate way. Key ideas like:

These were just of few of the gems that we explored. It was a very good day!  Feedback from parents and grandparents attending that day confirmed for me that the message was heard loud and clear:

“The framework presented provided an extremely detailed road map for teaching kids about money, from basics to budgets to comprehensive wealth planning. I found the seminar to be extremely informative and look forward to expanding the concepts presented with my children over time. Thank you for putting on such a great event!!”

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Written by Susan Beacham
Susan Beacham founded Money Savvy Generation in 1999 after almost two decades in private banking and investment management complemented by considerable time teaching at the elementary level.

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