Middle Class Millionaires. Professor, Counseling Psychology, SCU Clinical Psychologist Family Business Consultant Author: nine books; 200 + articles. Investment Advisor 25 Years Former Peace Corps country director Specialist corporate retirement plans “Personal” CFO
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Family Business Consultant
Author: nine books; 200 + articles
Investment Advisor 25 Years
Former Peace Corps country director
Specialist corporate retirement plans
Scholarship fund for Dominican youthJerrold Shapiro, Ph.D. Don Odermann,M.A.
"The human race has had long experience and a fine tradition in surviving adversity. But we now face a task for which we have little experience, the task of surviving prosperity."
‑ Alan Gregg
Make a list of cliché’s about money that were present in your home when you were growing up.
Make a list of cliché’s that you gave or are giving to your children
When you return please sit at your Generation Table
What do you find disquieting about how members of your generation relate to money?
What do you find disquieting about how members of the other generation in your family business relate to money?
When you return please sit at your FAMILY Table
But that’s nothing, compared to …..
“Coveralls to coveralls in 3 generations”
Personally and individually
Pick the age of your demise
What will you have accomplished by that date?
What will your money do for the remainder of the 100 years?
What DON’T you want to happen with the money?
Keeping the money working for several generations