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DTSTART:20251016T200000Z
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LOCATION:The Summit Hotel
UID:2843020251016T200000ZA Hard Look at the "Soft" Issues of Family Wealth
DTSTAMP:20260430T054948Z
DESCRIPTION:\nDiscover how to strengthen client relationships \n by focusing on what truly matters.\n \n \n \nJoin us on Thursday, October 16, at The Summit Hotel for an enlightening program with Susan Schoenfeld, CEO & Founder of Wealth Legacy Advisors.\n \n \n \nA Hard Look at the Soft Issues of Family Wealth.\n \nSusan Schoenfeld will share her experiences and knowledge around how to speak with families about generational wealth, the characteristics of effective family meetings, and succession planning for families and their businesses. She will dive into the challenges that exist in communicating with family members about wealth and some tangible ways we as advisors can help families facilitate these sometimes difficult or uncomfortable conversations. \n \n \n \nThis will be an interactive session with plenty of time for Q&A.\n \n \n \nFollowing the presentation, enjoy a networking mixer with food and an open bar.\n \n \n \nSpace is limited, make sure to reserve your spot now!\n \n \n \nWe look forward to seeing you there!\n \n \n \nBoard of Directors, Cincinnati Estate Planning Council\n     \nEvent Details     \nDate:\n \nThurs., October 16, 2025\n \n \n \nTime:\n \n3:45 PM - Registration\n \n4:00 PM - Program\n \n5:30 PM - Networking Mixer\n \n6:30 PM - Adjourn\n \n \n \nCost:\n \nMembers - $20\n \nNon-Member - $60\n \n \n \nParking:\n \nFree parking available\n     \nLocation:\n \nThe Summit Hotel\n 5345 Medpace Way\n \nCincinnati, OH 45227\n \n \n \nDeadline to Register:\n \nMON., OCTOBER 13TH\n \n \n \nNote: refunds will not be given for cancellations received after the registration deadline.\n     \nAPPROVED CEU Credits*\n \n \n \nCFP\n CPA\n KY Legal\n \nOH Insurance\n OH Legal\n \n \n \n*Certificate of attendance available upon request if we do not file a credit you need.\n    \n  \n \n  [](https://www.gcfdn.org/)    \n \n  \n \n \nThank you to our Presenting Sponsor!\n \n \n \n\n    \n  \n \n  \nThank you to our \n Hospitality Sponsor!\n \n \n \n \n    \n \n  [](https://www.gcfdn.org/)     \n\n \n2025-2026 Season Sponsor\n \nWe are proud to welcome the\n \nGreater Cincinnati Foundation back as our season sponsor!\n     [](https://www.gcfdn.org/)    \n            \nSusan Schoenfeld\n \nCEO & Founder\n \nWealth Legacy Advisors, LLC\n \n \n \nSusan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA, is CEO and founder of Wealth Legacy Advisors LLC, which serves as thought partner to families of wealth through personal attention and human spirit. An award-winning Thought Leader and Professional Public Speaker, she provides guidance on Legacy, Next Generation, Stewardship, Governance, Leadership Succession, and Philanthropy. Based in New York City, she is a \n \n“recovering” Attorney and CPA with deep experience as an advisor to families and family offices on the human issues of wealth. Susan’s passion is helping families (and their provider organizations) with the tools to take them to their full potential.\n \n \n \nAfter practicing law in both Tax, and Trusts & Estates, Susan was Fiduciary Counsel at Bessemer Trust for over 14 years, then served as Family Ambassador for a private single family office, before launching her consulting practice in 2013 to families of wealth and family offices. \n \n \n \nSusan and Wealth Legacy Advisors won the Family Wealth Counseling Award at the Family Wealth Report Awards 2024 for offering "a range of services to families of significant wealth including advising on raising family members, developing leadership succession plans and legacies of family businesses." Susan won the Outstanding Thought Leadership Award at the Family Wealth Report Awards in 2023 and 2018 for “her many pieces of written thought leadership and participation on panel discussions and in interviews,” and was awarded the Women in Wealth Management Award at the Family Wealth Report Awards 2020 for being “one of the few women on the national speaking circuit who is guiding financial services firms and their clients to connect with the human side of the client relationship.” She also won GOLD as Entrepreneurial Woman of the Year at the 2024 Citywealth Powerwomen Awards USA. She regularly writes thought pieces in the family office space, and is on the national speaking circuit across the country from Newport RI to Napa CA, Lexington KY to Birmingham AL, Las Vegas to Dallas, and of course her home town of NYC. \n \nFor more information, visit SusanSchoenfeld.com and WLALLC.com. \n
SUMMARY:A Hard Look at the "Soft" Issues of Family Wealth - Cincinnati Estate Planning Council 
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