PERSONAL FAMILY LAWYER® Presents

the masterclass SERIES

How to Talk "Money" With the People You Love ... and Why It's a MUST DO This Holiday Season

  NOVEMBER 11-28
FEATURING: ALI KATZ
CREATOR OF PERSONAL FAMILY LAWYER
(MY HOLIDAY GIFT TO YOU AND YOURS)

AS SEEN ON

WE ARE IN THE GREATEST
ECONOMIC SHIFT OF OUR LIVES,
AND MOST OF US ARE
WOEFULLY UNPREPARED.
  • We barely even know what we have, let alone what our parents have, or where it’s invested, or how we’ll find it if something happens to them
  • Or perhaps our parents are gone, or we’ve been independent from them for so long that we think it doesn’t matter
  • But, it does because even if you will never inherit their money, you have almost certainly inherited their thought patterns, and beliefs, and ways of being … even (and maybe especially) the one’s you don’t want
  • So this year, we’re going to get together, and take some time to do what maybe we’ve avoided doing, or didn’t know how to do.

WE’RE GOING TO TALK MONEY WITH THE PEOPLE CLOSEST TO US.
AND WE’RE GOING TO DO IT TOGETHER.

From Nov. 11 through Nov. 28, I’m hosting the first in a Legacy Masterclass Series that will change your family’s future both now, and for generations to come. 


Because here’s the thing, if you wait to have this conversation …

You’ll likely only find out just how unprepared you were when it’s too late.

Because you don’t know how to talk about Money with the people closest to you so you either avoid it.

Or when you try, it gets all sticky and uncomfortable.

Or because you don’t know the right way to talk about it, or perhaps you feel afraid that your parents think you are trying to take something from them, or you don’t know the right questions to ask, you just don’t do it.

As a result, your whole family is at risk of losing a significant amount of wealth … 

… and if you hardly have any wealth, this is even more important because you can’t afford to lose what you do have. 

And you probably need to learn to understand the inherited beliefs that may be keeping you in a perpetual pattern of not enough.

And it’s going to be a really good idea to have a plan in place for the care of your parents (and for your own care) as the economy continues to shift. 

And, of course, the more you (or your parents) have, the more important this is because things can get very messy if your parents become incapacitated or die before it all gets clear, and you can help them make decisions.

But, at the same time, it can be hard to talk to them about these matters.

So to support you … 

I’m hosting this series right before the US Thanksgiving holiday to give you the tools you need to have the talk with your parents, or the people closest to you if your parents are no longer living, so you can change the entire trajectory of your family’s financial reality right now, and for generations to come.

AS A PART OF THE LEGACY MASTERCLASS SERIES

YOU’RE GOING TO LEARN:

  • Exactly where to invest your money in the midst of the greatest economic shift of our lives -- and how the recession that’s here right now can be a massive opportunity for you, if you invest well now.  You’re going to learn my “permaculture system” for making investment decisions using zones of influence, and how to know how much to put in which zone, so you are investing in alignment with principles of nature.
  • You’ll learn how I used my relationship with money to heal my relationship with my mom, my kids, and myself, so you can do the same using your own family dynamics around money and creating a great deal of family financial security in the process.
  • You’re going to watch me have an intense money talk with my mom, and get a literal birds-eye view into me asking her to invest in me at a critical moment of my own financial reality, when I needed her help, maybe didn’t deserve her trust, and yet knew it was what was best for my whole family -- including her. 
  • You’re going to see my mom say no to my request, and then exactly what I said to her to get her no to become a yes, and what happened after that to change the trajectory of our lives.
  • You’re going to see an interview with me and one of my long-time friends who I’ve been counseling for years on how to connect with his parents about their investments, and why it was so critical for him to do so to heal generations of trauma around money.

    Now, he’s in charge of his family’s entire investment portfolio and just in the nick of time, given that his dad is now deep in dementia and it would have been too late if he would have waited.
  • You’re going to have the “money talk” with your own parents (or kids or chosen family) so that you know where their money is invested and how to best support their care long-term.
  • You’re going to build trust with your family members to support them to inventory their assets, liabilities and preferences, and help them understand what’s “enough” for them to put aside for the future.
  • We’ll create transparency around our finances so that we can see each family member’s resources as family resources -- it’ll be a total transformation in your relationship to your family wealth.

And, if you want to know who I am before you do …

I’m Ali Katz, and I’ve spent the past decade training an army of heart-centered lawyers in my unique, heart-centered methodology for helping clients get to the bottom of what matters most when it comes to Life and Legacy. 

These Personal Family Lawyer® firms were born from my own devastating personal experiences with failed estate plans created by well-meaning, but non-relationally trained lawyers who just focused on the documents, and didn’t anticipate the devastation of failed planning.

After working for a few years as an associate at Charlie Munger’s law firm, I launched out on my own, and created a new way of serving families with estate planning focused on families with young children in my small South Bay community of Los Angeles. I wrote the best-selling book on legal planning for families, Wear Clean Underwear, and began appearing on television as a family, financial and legal expert. 

But, I quickly came to realize that before I could keep going down that road, I’d need to train my fellow lawyers to become teachers, and counselors, and to infuse their services with heart and soul, before I could continue to educate on a national scale.

Now that we’ve got enough lawyers trained across the US to serve our communities (and we’ll expand internationally next year), and I’ve been through my own initiations of growing adult children, healing my relationship with money and my mom and dad, and learning to be a leader in the context of new paradigm business, it’s time for me to return to my roots as an educator.

So, this is the first in a series of Masterclasses I will create on Legacy, Inheritance, and our role as Creators of the Economy.

If this is your first time meeting me, welcome. I’m so glad you are here. And I hope you bring your friends and family to learn right alongside me. 

And, if we’re old friends, welcome back. I’m so happy to be here and ready to share what I’ve learned in service to becoming a responsible, happy, sovereign adult who is able to create a life worth living and a legacy worth leaving.

I look forward to seeing you in the masterclass. 

PS. Here’s the TLDR. I’m hosting a Legacy Masterclass Series, and you can register here. It’ll run from 11/11 through 11/28, and if you are seeing this page, it’s not too late to join. Sign up. Get there. Bring the people you love. It’s going to be good.

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