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.

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 Issues - Document Your Decisions - Communicate With Beneficiaries A 45-60 minute keynote, concurrent or breakout (can be shortened or lengthened to fit your timing needs). Click on the 'Video' tab to see Susan in action! For availability and speaking fees, call Susan directly at 212-655-9610 or click 'Check Availability' to send a message through SpeakerMatch. "Susan nails it every time! She first spoke at Opal's Annual Family Office & Private Wealth Management Forum back in 2014, and we've invited her back to speak every year since. Our audiences love her insight and actionable takeaways, and our in-house event planners love her flexibility and responsiveness." -- Doug Borths, SVP, Head of Production, Opal Group