Stages

Life throws lots of challenges at you at every stage. We’re here to talk about them by connecting you with experts on handling the issues you face. Join me, Emily Grace, as we address topics of interest to dynamic families at every stage in their life. At the end of the day, planning for all of the stages in life is crucial. Working with dynamic families at Bernstein Private Wealth Management I’ve helped people through many acts by helping them plan and invest in a straightforward and values driven manner. For more information, you can reach me at Emily.Grace@Bernstein.com or at 212-756-1951.

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Stages

Exploring Life Changes

September 25, 2018 • Emily R. Grace • Season 1 • Episode 5

0:00 | 30:02

Cara Macksoud, dynamic and engaging mother of five, youngest (at the time) woman trading on the floor of the NYSE, and current Managing Director of Finance and Operations at The Animation Project, joins me on the stage to discuss being comfortable making major life changes (spoiler alert: she moved with her five kids to a small fishing village in Costa Rica for a year!) and how she integrates financial literacy and values into everyday life in her family. For more information email Emily.Grace@Bernstein.com or call 1-212-756-1951. //////// Note to All Readers: The information contained here reflects the views of AllianceBernstein L.P. or its affiliates and sources it believes are reliable as of the date of this podcast. AllianceBernstein L.P. makes no representations or warranties concerning the accuracy of any data. There is no guarantee that any projection, forecast or opinion in this material will be realized. Past performance does not guarantee future results. The views expressed here may change at any time after the date of this podcast. This podcast is for informational purposes only and does not constitute investment advice. AllianceBernstein L.P. does not provide tax, legal or accounting advice. It does not take an investor’s personal investment objectives or financial situation into account; investors should discuss their individual circumstances with appropriate professionals before making any decisions. This information should not be construed as sales or marketing material or an offer or solicitation for the purchase or sale of any financial instrument, product or service sponsored by AllianceBernstein or its affiliates. The [A/B] logo is a registered service mark of AllianceBernstein, and AllianceBernstein® is a registered service mark, used by permission of the owner, AllianceBernstein L.P. © 2018 AllianceBernstein L.P.

About Stages
Stages explores the moments that shape families over time - offering perspective, clarity, and practical frameworks for navigating life’s transitions with intention.

About the Host
Emily Grace works with dynamic families as they navigate complex life stages, helping parents and individuals step back, clarify priorities, and make thoughtful decisions amid complexity. Her work focuses on long-term readiness, earned independence, and supporting families through transitions where financial resources are present - but not the point.

If this episode prompted reflection or raised questions about a stage you or your family is navigating, you’re welcome to reach Emily at emily.grace@bernstein.com.