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    • The Academy
      • What is the Academy?
      • Academy Team
      • Academy Blog
    • For Advisors
      • Advisor Courses
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    • For Family Members
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    Share and Tag Activity – Opening Up Family Conversation Again

    INTRODUCTION: As you know, the United States is implementing a three-phased approach to reopen the economy after stay-at-home orders are lifted. Similarly, the way families…

    Kristen April 24, 2020

    Mark Cuban & The Antidote to Entitlement – Virtual Family Education Series

    INTRO: Whether you’re together or separated from your family members right now, we know you’re doing your best to stay connected, and desiring to have…

    Richard Orlando, PhD April 22, 2020

    Reflections of a NextGen’er

    After delivering the morning keynote at Invesco’s Investment Symposium today, my O’hare-bound Uber drove past the Intercontinental Hotel, which flashed a memory from my past.…

    Kristen October 8, 2019

    4 Parenting Tips for Financially Successful Families

    In chapter five of my book Legacy, I address the question that is on the hearts and minds of parents, especially parents of financially successful…

    Richard Orlando, PhD May 17, 2019

    A Script for Meaningful Family Conversations

    When people have infant children at home, they tell themselves that the next stage of parenting will be easier—more sleep, less worry. They, of course,…

    Kristen March 31, 2017
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