CFAR Presenters: Debbie Bing, Megan Helzner

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Family Matters: Navigating Family Dynamics

Debbie Bing and Megan Helzner draw from their experience in the arena of managing family dynamics as they relate to estate planning for the March dinner meeting of the New Hampshire Estate Planning Council in a session called "Family Matters: Navigating Family Dynamics While Helping Clients Plan for the Future". Participants will come away with

  • Deepened understanding of how to identify and understand complex family dynamics and their impact on your work
  • Knowledge of a few tools to apply to your work and hone your practice
  • Practice applying a family dynamics lens to a complex, family enterprise case

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Family Matters: Navigating Family Dynamics