Upcoming Events
When you think of a life well lived, what comes to mind? While it is important to have financial security, most people that look back on their life do not focus on their accumulation of wealth, but rather it is often the meaningful relationships cultivated, life adventures experienced, personal accomplishments achieved, and the legacy left behind.
Our Living Your Best Life series focuses on different components of life that bring us meaning. Each quarter, we will address topics to encourage you to take action towards achieving a life well lived.
This year’s topics include:
Our Living Your Best Life series focuses on different components of life that bring us meaning. Each quarter, we will address topics to encourage you to take action towards achieving a life well lived.
This year’s topics include:
Get Financially Fit
(Financial Wellness)
Budgets & Bucket Lists: Living in the NOW
March 2
Make Healthy Connections
(Networks & Relationships)
Relationship Green Flags: Cultivating Connected Relationships
May 10
Cultivate Your Identity Capital
(Personal & Professional Growth)
How are you Wyrd?:
Aligning your accomplishments, interests, and skills
Date TBD
Thrive Your SELF
(Health & Wellbeing)
Taking the Leap:
Cultivating your independence
Date TBD
Past Events
17Aug2023
Event
The Changing Landscape of College Admissions
Erin Goodnow, Co-Founder and CEO of Going Ivy, discusses the current environment in college admissions including the impact of optional standardized testing, a new SAT, and the Supreme Court decision around affirmative action.
Erin Goodnow WATCH
01Jul2023
Event
Living Your Best Life Series Part 2: Relationships Green Flags: Cultivating Connected Relationships
Whether personal or professional, relationships take work. Some relationships are more challenging than others. In this second learning event of our Living Your Best Life series, Lauren Bujosa talks about the characteristics of healthy relationships as well as the steps we can take to increase connection.
Lauren Bujosa WATCH
01Jun2023
Event
Budgets and Bucket Lists (Living in the Now)
In the first session of the ‘Living Your Best Life’ education series, TFO Life Academy Director and TFO Family Office Partners Family Wealth Strategist Kim Llumiquinga discusses how to prioritize your bucket list/goals, develop an attainable financial plan, eliminate waste in your budget, adopt good financial habits, and more.
Kim Llumiquinga WATCH
29Apr2022
Event
Key Things to Consider When Selecting a Trustee
Given the important functions a trustee serves in the care and control of trust property and the relationship they have to beneficiaries of a trust, the selection of a trustee should not be taken lightly. In this webinar, Donald Scott discusses the various roles a trustee fills, the options that are available when selecting a trustee, various factors to consider, as well as the benefits and challenges of these various options.
Donald Scott WATCH
24Jun2021
Event
Strategies for College Admissions
Schools are being more selective in their admissions process and with increasing competition securing one of the few available slots is not easy. But students who understand what colleges are looking for and adequately prepare for the admissions process have a distinct edge. Whether you are just starting high school or getting ready to graduate, Erin Goodnow, co-founder and CEO of Going Ivy will discuss how students can make themselves competitive and compelling to the most selective schools.
Erin Goodnow WATCH
08Jun2021
Event
Investing Fears of The Year – The 2021 Edition
TFO Family Office Partners team members Chuck Carroll and Damon Miller discuss the implications of different inflationary environments and the potential increase in income tax rates on stock market returns as well as provide their thoughts about how to structure your investment portfolio amidst the uncertainty of the current environment.
Chuck Carroll and Damon Miller WATCH
25Mar2021
Event
Parent Webinar: Raising Independent Young Adults
TFO Life Academy Director Kim Llumiquinga recently held a webinar to discuss a variety of ways that parents can engage with their rising generation members to cultivate their skills, increase their confidence, and set them on a path to independence. Watch the video recording.
Kim Llumiquinga WATCH
30Aug2020
Event
It’s Okay to Not Be Okay
2020 was a challenging year that brought on isolation, changes to how we work and live, and stresses over maintaining good health. In this webinar, Katie Bloom, a Phoenix based mental health professional, reminds us that it’s okay to not be okay and provides coping mechanisms to promote mental wellness during challenging times.
Katie Bloom WATCH
18Dec2019
Event
Put the Odds in Your Favor–Smart Investing
Investing can feel like an intimidating topic, with lots of data, jargon and balding men shouting at us from the TV screen. The fourth module in our boot camp series seeks to help young investors be more confident by focusing on critical elements of a successful investment experience that the investor can control: risks, costs and behavior.
Chuck Carroll WATCH
25Aug2019
Event
Creating your Digital Footprint
In this interactive workshop, we will dive into how to create a digital footprint that cultivates personal safety, digital citizenship and leadership, while also curating your own brand and cause for use as a futuristic tool. We will explore the inner workings of social media, the good, bad, and ugly and how participants can use it to pursue opportunities and career paths while protecting your greatest asset -your personal safety, person, and future!
Katey McPherson WATCH
17Dec2018
Event
Foundation for Successful Investing
Learn about the foundations for smart investing. Making smart investment decisions is an important part of a successful financial strategy, yet it’s easy to be intimidated by the complex jargon often thrown around in the financial media. In this event Chuck Carroll, TFO Family Office Partners’ Chief Investment Officer, discussed why investing is important, the difference between owning and loaning and how financial markets work. View these short videos that highlights these investing concepts.
Chuck Carroll WATCH