On-the-Court Conversation
May 12th | 8:30 am PDT
An opportunity to connect in the spirit of inquiry and presence.
This live conversation is offered for advisors advancing the human dimension of family wealth advising — creating the conditions for readiness, alignment, and continuity.
This is not a presentation
There is no agenda to get through.
There is nothing to fix.
This is an on-the-court conversational space - where real dynamics, real questions, and real client complexity are explored together - in real time.
Create a New Future - Now!
What to Expect
Work with real client dynamics and challenges advisors are encountering
Identify where conversations stall or break down — even when planning
seems to be workingCreate space for reflection, inquiry, and shared learning
You are welcome to bring a client situation or a question.
Date: May 12th
Time: 8:30 am PDT
Format: Live Zoom
Duration: 60 minutes
JOIN THE CONVERSATION
Space is intentionally limited to support meaningful conversation.
Hosted by Trudy Pelletier, President, The Family Stewardship Group
