Harris myCFO Flourishing Families

	MODERATOR: Claudia B. Sangster

			Claudia B. Sangster is Director of Philanthropy, Estate &Trust Services, and President and Executive Director of the Harris myCFO Foundation, a public charity. She has more than 25 years of professional experience working with wealthy individuals and families to design and implement their philanthropic strategies.

	PANELIST: Jackie Merrill

			Jackie Merrill, a former Chicago executive and trained facilitator, founded Center Point in Aspen in 1990. This leadership programfor women and couples focuses on the challenges of fiscal inequality in romantic relationships. Other pieces of the program include financial management skills for women, development of personal mission statements, managing transitions and issues around inherited wealth. Jackie, an Aspen resident since 1986, is a trained storyteller and member of the Board of Spellbinders, a national organization founded as an inter-generational program to bring Elders into the schools as storytellers.

	FEATURING: James E.Hughes, Jr., Esq. Lifecycles: Key Stages of Life Jay Hughes will facilitate a panel on "The Life Stages of Flourishing Families" incorporating his work on Elders, both as story tellers and as familymediators, with the speaker presentations.

			James E.Hughes, Jr., Esq., a resident of Aspen, Colorado, is the author of Family Wealth: Keeping It in the Family and Family— The Compact Among Generations, published by Bloomberg Press as well as numerous articles on family governance and wealth preservation and a series of reflections which can be found on his website jamesehughes.com. Mr.Hughes, now retired from the practice of law, was the founder of a law partnership in New York City, Hughes and Whitaker, specializing in the representation of private clients throughout the world. He frequently facilitatesmulti-generational family meetings with a special emphasis on governance issues. Mr.Hughes has spoken frequently at numerous international and domestic symposia on the avoidance of the shirtsleeves to shirtsleeves proverb and the growth of families’ human, intellectual, social and financial capitals toward their families’ flourishing.

	SPEAKERS: John A.Warnick Emerging Adulthood: Successfully Launching Your Child in Life and Business Emerging Adulthood is generally considered to be the space between ages 18 and 30. What can you and your wealth advisory team do to help your children and grandchildren flourish? Mr. Warnick has explored the impact of emerging adulthood. His presentation will help you make sure that your gifting and estate planning strategies will be positive, rather than negative, influences on the members of your family.

			John A. Warnick is a senior partner in the Denver office of Holme Roberts & Owen LLP, and chairs the firm’s Individuals, Trusts and Family Business practice group. He spends approximately twenty percent of his professional life facilitating family retreats and providing wealth counseling and fiduciary consulting services. He particularly enjoys what he describes as "Beneficiary Preparation": educating, training and mentoring adolescents and emerging adults in financial literacy, philanthropic service, and holistic family wealth principles.

	David Solie I Can Hear You Now Through research, insights, and stories, Mr. Solie offers clarity and compassion about the complex "mission" of adult children and their aging parents - both generations caught up in the aging process and struggling to do the right thing.

			David Solie is the author of the book: How To Say It to Seniors: Closing the Communication Gap with Our Elders. With special interest in lifestyle issues and the health and wealth of families David is also a recognized expert in geriatric psychology, intergenerational communication, and extended life expectancy. David is a managing director and the medical director of Marsh Private Client Life Insurance Services in Woodland Hills, California. A recognized leader in the integration and evaluation of medical issues as a key element in the health and wealth planning process, David pioneered a new risk management protocol in the underwriting of life insurance that has become the hallmark of his approach and success.

Please look for additional information in mid June
or to request an invitation to Flourishing Families, please fill out this form

Learn more about Flourishing Family 2007 and order a DVD of the presentations

For more information on the
Aspen Center for Integral Health, visit www.acih.org.

Harris myCFO is not affiliated with the Aspen Center for Integral Health.




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