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FAMILY WEALTH — A HARD LOOK AT THE “SOFT” ISSUES
Presented by: Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA, CEO and Founder, Wealth Legacy Advisors LLC
Join us for the 2025 Professional Advisor Continuing Education seminar. In this powerful presentation, Susan R. Schoenfeld explores how advisors can deepen their client relationships by addressing the emotional and human aspects of wealth management — the “soft” issues that are often overlooked but critically important to client families.
Too often, advisors focus solely on performance and products. This seminar shifts the lens toward what truly keeps families of wealth awake at night — communication, values, legacy, and family dynamics.
Key Takeaways:
- What is the biggest challenge of raising the next generation of wealth?
- How to help clients answer: How much to give, when, and what to say about it?
- Why communication around wealth is vital — and how to help clients shape that narrative.
- How to define family values, culture, and legacy through structured family meetings.
- The role of family philanthropy and why community foundations may be ideal partners.
- How to navigate and advise on “equal vs. equitable” inheritances.
Meet our speaker:
Susan R. Schoenfeld, JD, LL.M. (Taxation), CPA, MBA
Susan is an award-winning thought leader and speaker on the human aspects of family wealth. Based in NYC, she is a “recovering” attorney and CPA, and the founder of Wealth Legacy Advisors LLC. Her expertise helps financial professionals and families navigate the often unspoken challenges of legacy, stewardship, and leadership succession.
Learn more at SusanSchoenfeld.com and WLALLC.com.
For additional information on this program and CE credits, please email Pragya Murphy at pmurphy@cnycf.org.
2 hours of continuing education credit are offered for the following:
- CPE (Taxes) – Provided by Bonadio & Co., LLP – Approved
- CFP – Provided by Financial Planning Association (FPA) of CNY – Approved
- Life & Health Insurance (CE) – Provided by Pohs Institute – Pending Approval
- PACE/ChFC/CWS – Attendance certificate will be provided for self-reporting
Bonadio & Co., LLP – NASBA Sponsor # 112853:
Learning Objectives:
To empower professional advisors, estate planning attorneys, financial advisors, CPAs, insurance agents, etc. to connect with the “soft” side, the human side, of the client relationship so that their firm can create a competitive advantage, and win and keep more business.
Program Level: Update
Prerequisites: N/A
Advanced Preparation: N/A
Instructional Delivery Method: Group Internet-Based
Recommended CPE Credits: 2 CPE, Taxes
Refund/Cancellation Policy (if applicable): If a program must be canceled, Bonadio & Co., LLC will notify all registered participants as soon as cancellation is known by e-mailing the address registered. Bonadio & Co., LLC will also put a notice of cancellation on its website for courses offered to outside participants. If the program is canceled, a full refund will be issued. If a participant cancels prior to the published registration deadline for the event, a full refund will be issued.
Complaint Policy: For each program, Bonadio & Co., LLP will provide the contact information for the presenters and reviewers and communicate that all questions, concerns, or complaints be directed here. Bonadio & Co., LLP will reply to all such communications in a timely fashion. For more information regarding administrative policies such as complaint and refund, please contact Bonadio University at bonadiouniversity@bonadio.com.
NASBA Statement: Bonadio & Co., LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
A certificate of attendance will also be provided for PACE reporting for CAP, ChFC and for other self-reported continuing education such as CWS designations; CPE credits will be provided by Bonadio & Co., LLP. Nonmembers of the Financial Planning Association will need to provide their CFP number and the last four digits of their social security number at the time of the event to receive CFP continuing education credits.