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[Part 1] Foundations of Financial Success for Nontraditional Families

May 6 @ 1:00 pm - 2:30 pm

Free

PLEASE NOTE: To receive a certificate of attendance for the live webinar, attendees must register individually, attend the entire training, and watch from their own device to ensure proper tracking

Financial Planning for Nontraditional Families, A Three-Part Series

This webinar will explore financial planning for nontraditional families – blended, single-parent, or guardianship households.  We’ll tackle unique challenges; budgeting, risk management, trusts, guardianship pitfalls, tax-efficient strategies, and multi-generational wealth.  Learn practical solutions to secure your family’s future, navigate complexities, and avoid common missteps through expert insights and real-world examples.

View Scott’s promo clip here.

Please join us for part 2 on June 3rd and part 3 on July 8th.

 

With over 30 years of experience in the financial services industry, Scott has dedicated his career to empowering individuals and families to navigate complex financial decisions with confidence. His expertise spans financial planning, wealth management, and strategic consulting, ensuring clients can build sustainable financial strategies tailored to their unique needs. Beyond his work in financial services, Scott has spent the past decade as an adjunct professor at the University of Northwestern – St. Paul, MN, where he teaches graduate-level courses in business and finance. His passion for education and personal development is reflected in his commitment to equipping clients and students alike with the knowledge they need to unlock their full potential. Through a holistic approach to financial planning, Scott helps clients integrate their goals, values, and resources into a clear path toward lasting success. His focus on relationship management and education allows him to guide individuals and families through key financial matters, from wealth-building strategies to navigating life transitions. Scott is dedicated to making financial literacy accessible, meaningful, and practical for those he serves. As a husband and a kinship parent to his 5-year-old non-biological daughter, he is passionate about supporting and empowering nontraditional families on their financial journey.

Other

Registration is required
Yes
Regions served:
All Regions, North West, North Central, North East, West Central, East Central, South West, Metro, South East
Encouraged to attend
Foster Parents, Kinship/Foster/Adoptive Parents, Pre-Adopt Parents, Professionals
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