Venturi Wealth Management hosted the first ever Venturi Women’s Conference sponsored by Fidelity Investments featuring Kristen Heaney, author of In Three Generations: A Story About Family, Wealth, And Beating The Odds. The lunch event was held at Venturi’s office on March 27th, 2018.

Those in attendance participated in a lively discussion on navigating the blessings and burdens of wealth based on the principles from Kristen’s book. Attendees walked away with specific ideas on embracing your reality, increasing your confidence, and creating a legacy mindset.

Kristen is a Wealth Legacy Coach and Consultant at Legacy Capitals, a Venturi partner. Her training includes a Masters in Social Work from the University of Michigan, a Board Certified Coaching Credential, and a Certificate in Family Wealth Advising from the Family Firm Institute.

Venturi looks forward to continuing to host innovative and educational events in the future. We would also welcome the opportunity to connect you and your family with Legacy Capitals to begin the conversation about how to be intentional when communicating about wealth.

Special thanks to our sponsor and vendors.

Sponsor: Fidelity Investments

Catering: Crave Catering

Flowers: Westbank Flower Market