Jul 10, 2023
By 2030, more than two-thirds of wealth in the United States will be held by women. Women face different challenges and opportunities when it comes to financial planning, especially during life transitions such as marriage, divorce, becoming a widow, and others. This... 
May 18, 2023
As we know from our work with clients, the transition process is complex, time consuming and spans years. Transitions have the potential to strengthen partnerships and deepen collaboration to benefit both professionals and clients. Or, they can create complications.... 
May 11, 2023
Megan Helzner and Debbie Bing moderate this session as part of the Transformational Women in Family Business Conference from Family Business Magazine. Panelist are: Lisa Daniel, Lodge Cast Iron Miller Hunt, Hunt Brothers Pizza 
Mar 16, 2023
Debbie Bing and Eliza Orleans present “Who’s Responsible for Preparing and Training the Next Generation?” at the Transitions Spring Conference from Family Business Magazine. CFAR is proud to be a silver sponsor of this event. 
Oct 20, 2022
Debbie Bing leads the breakout session “Charitable Planning for Business Owners” at the Leading By Example: Best Practices in Charitable Giving conference 
May 10, 2022
This workshop from Debbie Bing and Benjamin Persofsky of Brown Brothers Harriman explores how the fourth economy redefines what constitutes expertise and changes the kinds of expert help that families seek. We’ll use a futurist tool to identify shifts, innovations,... 