Hosting a Family Meeting with Susan Schoenfeld Artwork

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

Hosting a Family Meeting with Susan Schoenfeld

May 06, 2020 • Emily R. Grace • Season 4 • Episode 7

0:00 | 30:54

With most people currently socially isolating, now can be an ideal moment to gather family together (remotely) to discuss your core values and financial goals. Listen in as Susan Schoenfeld, Founder and CEO of Wealth Legacy Advisors, and I discuss the keys to making the discussion a success. If you, or someone you know, is interested in learning more, you can reach me at Emily.Grace@Bernstein.com.

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.