2025 Annual Professional Advisor Continuing Education Seminar | Advisor Event

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 – Pending Approval
• 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