Sustaining Wealth Over a Lifetime: Advice for the Next Generation

Rachel Ling, CFP® |
Emerald GEMs

Nov. 2, 2021—Regardless of when you receive an inheritance or earn your income, sustaining wealth over your lifetime takes deliberate planning. It is important to follow a budget that is carefully designed to help you achieve your goals. In today’s podcast, Wealth Planning Analyst Rachel Ling of Wilmington Trust’s Emerald Family Office & Advisory, discusses smart budgeting strategies to help your money last throughout your lifetime.

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Mentorship May Increase Next Gen Engagement in the Family Business

Libby Turner, CEPA™️ |
Emerald GEMs

October 6, 2020, GEM 23—Many successful family businesses use mentorship programs to engage younger generations and overcome some of the challenges associated with inter-generational succession. In addition, effective mentoring may help reinforce a shared vision and company values across generations. Family Legacy Coordinator Libby Turner discusses how effective mentoring can help pave the way for a successful business transition to the next generation.

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Episode 9: Pivots, Protections, and Possibilities for College Students and Parents

Jerry Inglet, Ed.D |
Emerald GEMs

June 30—Current day circumstances are prompting college students to possibly pivot from their pre-COVID-19 plans in ways that explore alternate possibilities and protections—all of which can be framed by asking the right questions in this moment.

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