Events

Authors @ Drucker is a monthly interview series that covers topics like business succession, innovation, conflict management, and generational dynamics. In this session, we will hear from Stephen Goldbart, Stacy Allred, and Joan DiFuria. Stephen and Joan are Co-Founders of the Money, Meaning, and Choices Institute, a group of facilitators and advisors that use psychological and business expertise to provide client and institutional services. Stacy Allred, CFP is the Managing Director Head of Family Engagement and Governance at J.P. Morgan Wealth Management. Their book, The 10×10 Learning Roadmap: Advancing Flourishing in Families of Wealth, offers a holistic approach to encourage individual and family flourishing at every stage of their lives.