Purposeful Planning Podcast

Lessons Learned in a Decade Working with the Next Generation


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What does “educating and empowering the next generation” really entail? Hear stories and best practices collected from work with hundreds of members of the rising generation and their families, from values and mindset to education and governance.  

 

About Our Speaker

Whitney has been working with multi-generational families since 2012 on topics ranging from wealth purpose, philanthropy, financial literacy, entrepreneurship, effective communication, relationships and prenups, and more. She is the Managing Director of Governance, Education, and Philanthropy at Cresset Capital and is the Founder of Launch Generation, experiential learning programs for teens.

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Purposeful Planning PodcastBy Purposeful Planning Institute

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