BEGIN:VCALENDAR
PRODID:-//hacksw/handcal//NONSGML v1.0//EN
VERSION:2.0
METHOD:PUBLISH
BEGIN:VEVENT
DTSTART:20250709T200000Z
DTEND:20250709T210000Z
LOCATION:Webinar
UID:2778520250709T200000ZAddressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families
DTSTAMP:20260415T095114Z
DESCRIPTION:\nIn this session, Jim Coutre will explore how estate planning professionals can evolve their practices to better serve ultra-high-net-worth (UHNW) families by addressing both the human and technical dimensions of planning. Drawing on two decades of experience working closely with multigenerational families and inheritors, Jim will examine how families’ attitudes toward wealth are shifting—and how traditional estate planning approaches often lag behind.\n \nAttendees will gain insight into the emotional and relational impact of planning decisions, why some beneficiaries experience inheritance as a burden rather than a gift, and how to reframe planning strategies to enhance family health, communication, and cohesion. The program will also highlight practical tools and advisor behaviors that foster clarity, engagement, and alignment around legacy goals—positioning planners to support not just efficient wealth transfer, but thriving family systems.\n \n \n  \nJim Coutre is Head of Wealth Planning at Pathstone, where he leads a multidisciplinary team helping ultra-high-net-worth families navigate the human and technical complexities of financial wealth. Drawing on more than 20 years of experience as a philanthropy advisor, coach, and family office strategist, Jim brings a deep understanding of how thoughtful planning can strengthen families and amplify their positive impact across generations. \n \n \n \n \n \nThank you to [T](https://wealthcounsel.com)[heKey](https://thekey.com/) for sponsoring this complimentary webinar!\n \n[](https://thekey.com/)\n \nThis webinar will be hosted through Tradewing, NAEPCs new online community that will be fully-launched in early 2025!  By attending you'll have a sneak peek into this new and exciting community, which will also act as host to our monthly webinars.  WHEN REGISTERING FOR THIS COMPLIMENTARY WEBINAR YOU WILL BE ASKED TO CREATE A TRADEWING ACCOUNT. PLEASE CLICK THE RSVP BUTTON AND THEN "SIGN UP" IN THE POP-UP WINDOW THAT APPEARS.\n \n[REGISTER HERE](https://naepc.tradewing.com/events/8iYmrm8GBvRXFP48P) for the program. \n
SUMMARY:NAEPC Webinar - Addressing the Human Side of Wealth to Meet the Planning Needs of UHNW Families  
PRIORITY:3
BEGIN:VALARM
TRIGGER:PT18H
ACTION:DISPLAY
DESCRIPTION:Reminder
END:VALARM
END:VEVENT
END:VCALENDAR