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Professionals find opportunities with families who care about the community
Dungan at professional advisor event
What role can a financial advisor, accountant, attorney or other professional pay as a family seeks guidance on important money questions? According to Nathan Dungan, founder of Share, Save, Spend and speaker at an October 2011 education session presented by the Community Foundation of Greater Birmingham, families are more interested than ever in being intentional about their money choices.
As an advisor, he says in a two-minute video, you can expand the scope of your work with families by helping them start key conversations about money values as part of planning for the transfer of wealth to the next generation.
If you are interested in finding out more about the many ways the Community Foundation works with families and with professional advisors, contact Erin Stephenson. Or click on this link to hear Dungan’s video.
