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:
- “how to” talk about money values and
- the importance of expecting your child to work so they can successfully separate from you both emotionally and financially
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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