Make money a family conversation
Money is a complex topic, and talking about money may bring up a range of complicated feelings. However, if you avoid the topic, you may miss an important opportunity to educate your children and prepare them for financial success. By starting these conversations early, you make money a family matter and set the foundation for an ongoing dialogue.
As a parent, you want to prepare your children for a lifetime of success. Teaching your kids about the value of money—how to earn it, what you can do with it, what it means to you—can help them establish a healthy relationship with money so they make smart, informed decisions about their financial futures.
In this webinar, you'll learn how to prepare to have the money conversation with your children, to break the ice to discuss the mechanics of money and also how to continue the conversation to figure out the meaning of money.
About Gio Ozkan
Gio Ozkan, BS '13, provides wealth management and retirement planning services for the McEwan Group at Morgan Stanley, taking a comprehensive approach to developing and implementing investment, liability and risk management strategies that help clients build, preserve and transfer their wealth. He is also the lead advisor for the team for all banking services, including business lending, mortgages and commercial real estate.
Gio joined Morgan Stanley Private Bank in 2013 as an analyst and worked his way up to Private Banker in Boston, where he solved clients’ lending needs and provided strategic insight to business professionals, real estate owners and high-net-worth individuals. Prior to his career in financial services, Gio had several opportunities to try out for the New York Jets after having been recruited to play football at UB, where he served as a captain of the team and graduated with a degree in finance.