Affluenza and wealth Psychology", Community Foundation, Educational Credit Program.

May 13, 2008, Louisville , KY, US

Presented to a group of lawyers, CPA, Financial Advisors.

 

 Affluenza and Family Philanthropy , Community Foundation.

May 14, 2008, Louisville , KY, US

Presented to a group of Donors.

 

 

 Affluenza and the Psychology of Dispute , Key Note Speaker, Legal Week Trusts & Estates Litigation Forum.
Thursday-Sunday March 1-3, 2007, Nice, FRANCE

The presentation aimed at presenting the impact of affluenza in cases of dispute and mediation.

Presented to an international group of attorneys, barristers and QCs .

 

Topics included:


1. The concept of Affluenza

 

2. Symptoms and their impact on money disputes

 

3. Psychological Influences and Inner Realities: Grantors and Beneficiaries

 

4. Operating Differences: Custodians and Beneficiaries

 

5. Possible Solutions: Grantors, Beneficiaries, and Custodians.

 

 

 Affluenza: Pitfalls and Advantages of Living and Raising Children in an Affluent Society

January 22, 2007, for Sinai Temple , Pacific Palisades, CA, USA

 

 Raising adolescence in an affluent society

Aug 2006, Hadassah Organization, BH, CA

Topics:

1. Adolescence and its characteristics

2. Affluenza and its negative contribution

3. Understanding and Coping

4. Case example

 

 

 

 Affluenza and its impact on raising our children

September 2005, Neshah Temple, Beverly Hills CA, USA
Topic: Raising children in an affluent society
The presentation looks at how to raise emotionally healthy children in our affluent society, leaving participants with practical and emotional tools of healthy parenting.

 

 The Psychology of Affluenza and Wealth

August 2005, Carnegie Mellon University, Tepper Business School, Pittsburgh, USA
Addressed to business owners, private bankers, lawyers, accountants and financial advisors

The course is designed to provide private bankers, lawyers, financial advisors, business owners and anyone who is involved with wealth management an exposure to the subject affluenza and wealth psychology. The focus of the course is to provide participants with a better knowledge and understanding with regard to:

1) Affluenza and wealth and its impact upon HNWI and their advisors;
2) How to better serve HNWI
3) HNWI: psychological profile
4) Participants personal approach:

  • To money
  • To wealth
  • To HNWI


 Affluenza: The Hardship of Life Being Too Easy , Jewish Federation, JFS.

August 2005, Los Angeles, CA, USA
Addressed to people from all walks of life

Topics:

1.  Affluenza: The Hardship of Life Being Too Easy

  • Definition of Affluenza
  • The symptoms
  • The challenges of Affluenza
  • Pitfalls of Affluenza

2.  Riches or Richness: Discovering Your Priorities as a Couple

  • Identifying Affluenza issues;
  • Exploring the possible effect of Affluenza in marriage life;
  • Examining the hidden impact of Affluenza on the family values and its priorities;

 The Psychology of Affluenza and Wealth Carnegie Mellon University , Tepper Business School .

August 2004, Pittsburgh, USA
Addressed to business owners, private bankers, lawyers, accountants and financial advisors

The course is designed to provide private bankers, lawyers, financial advisors, business owners and anyone who is involved with wealth management an exposure to the subject affluenza and wealth psychology. The focus of the course is to provide participants with a better knowledge and understanding with regard to:

1) Affluenza and wealth and its impact on new money and old money;
2) Working with HNWI: guidance
3) The emotional complexities surrounding money and wealth;
4) Participants personal approach:

  • To money
  • To wealth
  • To HNWI


 Affluenza and its impact on raising our children .

November 2004, Beverly Hills CA, USA
Addressed to people from all walks of life

Topic: Raising children in an Affluent: The presentation examined the effect of Affluenza on setting boundaries and the extent we spoil our children. Providing practical and emotional tools for healthy parenting


 Affluenza and the psychology of Wealth, Family Office and Disputes ,  IBC Conference Organizers.

June 2002, Geneva , Swiss.
Addressed to private bankers, lawyers, accountants and financial advisors

This presentation reflects upon some of the soft-issues challenges related to family members, their family office and the relationships between the two.

Topics:

  • The impact of Affluenza and Wealth on family members and the different needs and challenges it creates for the "newly rich" and the "old money".
  • Viewing the different functions of the family office and examining whether it should assist the family with the non-fiscal issues.
  • Taking a brief look at a non-fiscal elements in the family life cycle: defining the family mission and integrating personal goals.
  • Spenders ver. Custodians and the impact on the strategy.


 Affluenza, Materialism and Spirituality: Has materialism become the new religion?

Hampstead Hall, June 2002, London, UK
Addressed to people from all walks of life

Topic: Affluenza, Materialism and Spirituality: Has materialism become the new religion?

Looking at the materialistic and affluent western society, and examining the reasons Affluenza emerged at this time in history.

 

 Wealth Psychology and Affluenza , Private Client Forum.

March 2001, StoyHayward, London, UK
Addressed to business owners, private bankers, lawyers, accountants and financial advisors

Topic: Wealth Psychology and Affluenza

This talk examines the definition of Wealth Psychology and Affluenza. The main three effected groups: Wealth Founders, Wealth Inheritors and Sudden Windfall receivers, their challenges and its psychological aspects. These are accompanied with case studies.

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