An inaugural conversation to explore what it means to navigate family, relationships, values, and wealth across and between generations

What to Expect

There is no homework, no right answer, and no expectation that you arrive knowing what you want to say. This will be:

A facilitated, intergenerational conversation

         A space for shared learning and questions

What not to expect: An educational or training workshop, goal setting, planning, or strategy session.

         A chance to explore what is emerging, without needing to have it all figured out

This is a space for shared learning and questions. We don’t have all the answers, and we’re not coming in with a predetermined outcome. We’re interested in figuring this out together and from one another.

Come together — with a parent, a partner, a sibling; come alone; come to dip a toe and report back to others still feeling into their readiness.

Who is it for?

Adult Children in, or wanting, conversation with their parents about wealth

Parents in, or wanting, conversation with their adult children about wealth

Parents curious about engaging not-yet-adult children in conversations about wealth

Facilitated by parent/child duos:

Annie Penfield & Susanna Penfield

Amy Baumann & Kira Felsenfeld


We will be holding two conversation spaces. Register below for your date of choice: