Raising Financially Savvy Kids

This event is for parents.

Topics we'll cover include:

• What are the personal finance topics I should be thinking about as a parent/caregiver?

• How should I think about educating kids on personal finances and when should I start?

• How do I answer my kids' tough money questions?

• What are trustworthy tools / tech to use? 

• What (if any) support do I need and when?

 Share your questions in advance HERE to help us tailor the event to what's most helpful for you!

Ami Shah is a Certified Financial Planner, Harvard College and HBS alumna. She spent a decade as a consultant at McKinsey & Company’s Wealth and Asset Management practice. Ami made a career switch from consulting to financial planning after seeing how many unanswered questions her friends and family, even those who were business school grads and "in finance", had when it came to making the most of their money and investing.  In this work she's seen two troubling trends time and time again: (a) investing options and tax law are getting more and more complicated, and (b) a pressing need for holistic easy-to-execute advice for families stuck in a no man’s land between DIY and white-glove wealth advisors.  After serving as a white-glove planner to ultra-high net worth families, her mission is to open up this knowledge to many more people, beyond the "0.01%".  She's presented to BCG, Disney, Uber, Stanford Business School, Harvard alums, and more.