FPA Dallas Ft. Worth

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Date: May 16, 2018

Time: 2:00 p.m Central

Location: Dallas - Ft. Worth, TX

Breaking Money Silence®: How To Help Your Clients Shatter Money Taboos and Start Talking Openly about Finances

Almost half of Americans say that the most difficult topic to discuss with others is personal finance and that they would rather discuss death, politics, or religion.

This societal money taboo is ruining marriages and families, bankrupting businesses, and making it almost impossible for the next generation to be healthy around money. Ironically, it is also hurting many of those in the financial services industry as they are not taught the skills to address the emotional side of money and are encouraged to solely focus on the technical aspects of planning.

In this presentation, Kathleen Burns Kingsbury will highlight the cost of money silence to clients, advisors, and society, and offer practical strategies for breaking money silence with individuals, couples, and families as a way to fuel business growth.

Attend and discover:

  • The high price you and your clients pay for money silence
  • How your advisor money talk mindset impacts your business success and what to do about it
  • Practical strategies for teaching clients financial communication skills
  • Why joining the Breaking Money Silence® Revolution makes good business sense

All participants receive, “A Call to Action for Financial Advisors: How to How to Lead the Breaking Money Silence® Revolution in Your Industry” from Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Money, and Live a Richer Live published 9/30/2017.

INVITE ONLY

 

Morgan Stanley – Women’s Leadership Conference

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Date: March 13, 2018

Time: 1:00 - 4:00 p.m. Pacific

Location: Carlsbad, CA

Breaking Money Silence®: How To Help Your Clients Shatter Money Taboos and Start Talking Openly about Finances

Almost half of Americans say that the most difficult topic to discuss with others is personal finance and that they would rather discuss death, politics, or religion.

This societal money taboo is ruining marriages and families, bankrupting businesses, and making it almost impossible for the next generation to be healthy around money. Ironically, it is also hurting many of those in the financial services industry as they are not taught the skills to address the emotional side of money and are encouraged to solely focus on the technical aspects of planning.

In this breakout session, Kathleen Burns Kingsbury will highlight the cost of money silence to clients, advisors, and society, and offer practical strategies for breaking money silence with individuals, couples, and families as a way to fuel business growth.

Attend and discover:

  • The high price you and your clients pay for money silence
  • How your advisor money talk mindset impacts your business success and what to do about it
  • Practical strategies for teaching clients financial communication skills
  • Why joining the Breaking Money Silence® Revolution makes good business sense

All participants receive, “A Call to Action for Financial Advisors: How to How to Lead the Breaking Money Silence® Revolution in Your Industry” from Breaking Money Silence®: How to Shatter Money Taboos, Talk More Openly about Money, and Live a Richer Live published 9/30/2017.

INVITE ONLY

Financial Planning Association of the National Capital Area 2018 Winter Symposium

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Date: January 26, 2018

Time: 9:45 a.m. Eastern

Location: Dulles Hyatt, Herndon, VA 20171

Almost half of Americans say that the most difficult topic to discuss with others is personal finance and that they would rather discuss death, politics, or religion.

This societal money taboo is ruining marriages and families, bankrupting businesses, and making it almost impossible for the next generation to be healthy around money. Ironically, it is also hurting many of those in the financial services industry as they are not taught the skills to address the emotional side of money and are encouraged to solely focus on the technical aspects of planning.

In this keynote presentation, Kathleen Burns Kingsbury will highlight the cost of money silence to clients, advisors, and society, and offer practical strategies for breaking money silence with individuals, couples, and families as a way to fuel business growth.

Attend and discover:

  • The high price you and your clients pay for money silence
  • Practical strategies for teaching women and couples financial communication skills
  • How your advisor money talk mindset impacts your business success and what to do about it
  • Why advisors can and should use this service as a competitive differentiator
  • How joining the Breaking Money Silence Revolution makes good business sense

Registration and information

 

Breaking Money Silence Book Signing

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Date: November 25, 2017

Time: 3:00 - 5:00 p.m. Eastern

Location: Warren Store

Breaking Money Silence Book Signing

Breaking Money Silence Book Signing

Saturday, November 25, 2017
3:00 - 5:00 p.m. Eastern

Warren Store
284 Main Street
Warren, VT  05674
802.496.3864

Kathleen will be at the Warren Store from 3:00 - 5:00 p.m. Join her for her book signing event celebrating her newly published 5th book, Breaking Money Silence: How to Shatter Money Taboos and Empower Yourself and Your Loved Ones to Talk More Openly About Finances. There will also be a wine tasting to enjoy.

BMO – Women and Wealth

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Date: October 25, 2017

BMO - Women and Wealth

October 25, 2017

Almost half of Americans say that the most difficult topic to discuss with others is personal finance and that they would rather discuss death, politics, or religion. This societal money taboo is ruining marriages and families, bankrupting businesses, and making it almost impossible for the next generation to be healthy around money. It also especially harms women who have long been striving for gender parity

In this interactive and engaging keynote presentation, Kathleen Burns Kingsbury explains the high price women and families pay when they avoid financial conversations and offers practical tips and tools so you can break money silence in your life.

Attend and discover:

  • The high price women pay when they don’t proactively discuss finances
  • How common gender stereotypes may prevent you from taking action to plan for your financial future
  • What action you can take today to begin engaging in healthy money talks with your partner, your parents, and your children.

All participants receive a copy of the book, Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly, and Live a Richer Life (forthcoming September 30, 2017).

INVITE ONLY.

Barron’s Top Women Conference

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Date: December 1, 2017

Location: West Palm Beach, FL

Barron's Top Women Conference

December 1, 2017

Kathleen will be presenting a keynote for the Barron's Top Women Conference in West Palm Beach, FL. The topic is Breaking Money Silence® in Families: Strategies to Empower Adult Children to Raise Financially Fit Parents.

Did you know that over half of adults admit that they would rather talk to their kids about sex than to their parents about aging? The reasons for avoiding this money talk vary, but in general adult children don’t want to appear greedy or overbearing by asking mom and dad about their finances. This money silence negatively impacts clients and their families as evidenced by:

  • 85 percent of long-term care decisions are made during a medical crisis, with 70 percent of seniors needing some type of long-term care as they age.
  • 70% of adults find it difficult to talk to their families about who will make financial decisions for an aging parent or relative.
  • 50 percent of nursing home expenses being paid out-of-pocket and adult children contributing on average $10,000 a year to their parent’s care.

In this interactive breakout session, Kathleen Burns Kingsbury, author of the new book Breaking Money Silence: How to Shatter Money Taboos, Talk More Openly about Finances, and Live a Richer Life, will teach you practical tips and tools for empowering clients to engage in wealth conversations. Attend and discover why advisors are uniquely positioned to help families break money silence, conversation starters that reduce resistance and get the dialogue going, and tips for working with challenging family dynamics.

All attendees will receive a complimentary copy of the client handout, “Ten Tips for Successfully Engaging Your Parents in a Financial Conversation.”

INVITE ONLY

NAPFA 2017 Fall Conference

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Date: October 19, 2017

Location: Orlando, FL

NAPFA 2017 Fall Conference

Thursday, October 19, 2017

Kathleen will be a featured speaker at the NAPFA 2017 National Conference in Orlando, FL. Her topic will be How to Help Your Clients Shatter Money Taboos and Start Talking Openly about Finances.

Almost half of Americans say that the most difficult topic to discuss with others is personal finance and that they would rather discuss death, politics, or religion.

This societal money taboo is ruining marriages and families, bankrupting businesses, and making it almost impossible for the next generation to be healthy around money. Ironically, it is also hurting many of those in the financial services industry as they are not taught the skills to address the emotional side of money and are encouraged to solely focus on the technical aspects of planning.

In this keynote presentation, Kathleen Burns Kingsbury will highlight the cost of money silence to clients, advisors, and society, and offer practical strategies for breaking money silence with individuals, couples, and families as a way to fuel business growth.
Attend and discover:

  • The high price you and your clients pay for money silence
  • Practical strategies for teaching women and couples financial communication skills
  • How your advisor money talk mindset impacts your business success and what to do about it
  • Why advisors can and should use this service as a competitive differentiator
  • How joining the Breaking Money Silence Revolution makes good business sense

All participants receive a bonus chapter, “Is Your Gender Costing You A Fortune?” from Breaking Money Silence: How To Shatter Money Taboos, Talk More Openly, and Live a Richer Life, published September 2017.

 

Association of Divorce Financial Planners (ADFP)

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Date: October 26, 2017

Location: Chicago, IL

Association of Divorce Financial Planners (ADFP)

October 26, 2017

Kathleen will be presenting a keynote, Is Your Client's Gender Costing Her a Fortune? How to Empower Women to Pay Less and Negotiate More, for the Association of Divorce Financial Planners in Chicago, IL.

Despite women’s rising economic power, many female clients face financial discrimination. The gender wage gap, the lack of funding for women entrepreneurs, and the “pink tax” levied on many products and services makes it challenging for these clients to accumulate wealth at the same rate as their male counterparts. Money silence just makes this bad situation worse.

What these women need are gender savvy advisors willing to teach them money talk skills so they can stop paying such as high price for their gender.

In this keynote presentation, Kathleen Burns Kingsbury explains why the cost of money silence is especially high for women and offers practical strategies advisors can use to empower these clients to negotiate more and pay less.

Attend and discover:

  • The high price women (and their families) pay for money silence
  • Common myths about women and money that could be costing you business
  • Practical strategies for teaching women money talk and negotiation skills
  • How joining the Breaking Money Silence® Revolution makes good business sense both professionally and personally

All participants receive a bonus chapter, “Is Your Gender Costing You A Fortune?” from Breaking Money Silence: How To Shatter Money Taboos, Talk More Openly, and Live a Richer Life, published September 30, 2017.