Susan Schoenfeld

Susan Schoenfeld

Ms. Susan Schoenfeld - Motivational Speaker

SpeakerMatch

The secret to attracting and retaining wealthy clients

Award-Winning Thought Leader to families of wealth, and Public Speaker to the financial services industry who serve them -- or want to! -- on the human issues that keep families of wealth up at night. www.SusanSchoenfeld.com

Fee Range: $2,500 - $5,000
Travels from New York City, NY

For more information about booking Susan Schoenfeld, visit
https://www.speakermatch.com/profile/SusanSchoenfeld

Or call SpeakerMatch at 1-866-372-8768.

Susan Schoenfeld
Ms. Susan Schoenfeld - Motivational Speaker

Wealth Legacy Advisors LLC

The secret to attracting and retaining wealthy clients

Award-Winning Thought Leader to families of wealth, and Public Speaker to the financial services industry who serve them -- or want to! -- on the human issues that keep families of wealth up at night. www.SusanSchoenfeld.com

Fee Range: $2,500 - $5,000
Travels from New York City, NY

Susan Schoenfeld - Motivational Speaker

Susan Schoenfeld

Wealth Legacy Advisors LLC

The secret to attracting and retaining wealthy clients

Award-Winning Thought Leader to families of wealth, and Public Speaker to the financial services industry who serve them -- or want to! -- on the human issues that keep families of wealth up at night. www.SusanSchoenfeld.com

Fee Range: $2,500 - $5,000
Travels from: New York City, NY

For more information about booking Susan Schoenfeld,
Visit https://www.speakermatch.com/profile/SusanSchoenfeld/
Or call SpeakerMatch at 1-866-372-8768.

Program Ideas

FAMILY WEALTH: A HARD LOOK AT THE SOFT ISSUES
A motivational discussion of the soft issues of wealth, for families of wealth and the professionals who serve them -- or want to!
  

A motivational discussion of the so-called soft issues of the High-Net-Worth community and the concerns that keep them up at night, for families of wealth and the professionals who serve them -- or want to! Perfect for: -Families and Family Offices -Wealth managers and advisors -Insurance professionals -Financial planners -Estate planners -Other Trusted Advisors The audience will...

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Travels From: New York City, NY
Fee Range: $2,500 - $5,000

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TOP 10 TIPS AND TRAPS FOR TRUSTEES
Tips to help trustees avoid getting sued
  

There is much guidance to those creating a trust on who they should select to be trustee, but there is very little advice to those named as trustee to help them determine whether to accept the appointment, and how to manage their fiduciary relationship with the trust beneficiaries. Susan will share her Top 10 Tips for Trustees to help you avoid getting sued, including: - Understand Control...

PRESENTED BY

Travels From: New York City, NY
Fee Range: $2,500 - $5,000

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FAMILY BUSINESS SUCCESSION PLANNING
3 key stages of family business succession planning
  

This talk guides financial advisors, wealth advisors and business advisors with essential tools to help steer your family business founder clients down the emotionally fraught path of succession planning. Your audience will learn about the nuance and finesse to the 3 key stages of family business succession planning: - Selecting the successor - Grooming the designated successor - Communi...

PRESENTED BY

Travels From: New York City, NY
Fee Range: $2,500 - $5,000

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