Episode 28 : 05/03/2017

Launch planning: navigating the financial needs of children

podcast-ep-28-financial-planning-children-header

Dina Renee Weiss

Chief Investment Officer | Financial Planner
Lighthouse Financial Group

Host:

Ben D. Jones
Managing Director – Intermediary Distribution
BMO Global Asset Management

Emily Larsen
Manager – Sales Strategy and Support
BMO Global Asset Management

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Thank you for your interest. We look forward to helping enhance your client conversations.

Thank you!

Thank you for your interest. We look forward to helping enhance your client conversations.

It’s one of the key milestones in life, and a time of happiness tinged with sadness – when a child leaves home and launches into adulthood. Unfortunately, this life changing event is occurring later and later in life, as an increasing number of young adults fail to leave the nest. The issue is often financial in nature, and the lack of economic independence could lead to serious consequences down the road.

In this episode, we discuss launch planning and helping your clients prepare their children for a financially-independent future. We cover how to talk to your clients – or even your own children – about this topic and how these conversations can do wonders for your clients and your business. Our expert guest is Dina Renee Weiss, the Chief Investment Officer of Lighthouse Financial Group, where she specializes in talking to families about launch planning. Dina is the co-author of the book Ready to Launch, and has built her practice with launch planning and financial literacy for children as its core part.

In this episode:

  • How financial literacy should be taught in schools
  • Coaching your clients through their conversations with their children
  • The value of learning money skills at an early age
  • How to engage in a dialogue about launch planning
  • How launch planning can be great for your business

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