Free Financial Event on March 12

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Kelleher Family Wealth Management Presents Free Seminar on “Managing Your Emotions and Your Money in a Volatile Market”

March 12 Event at New York Historical Society


Kelleher Family Wealth Management, a firm dedicated to helping families deal with wealth and the issues surrounding it while maintaining a “family first” mindset, has announced that it will host a free seminar on the complexities of family wealth management in today’s challenging financial environment at the New York Historical Society on Thursday, March 12, from 6:00 to 8:00 pm.

Over the past few decades the strong economy gave rise to a large population—sometimes called “middle-class millionaires”—who never considered themselves to be well off, suddenly having wealth for their families to enjoy. Now the tide has turned and these same people are struggling to safeguard their families’ futures.

Kelleher Family Wealth Management is pleased to invite the public to a free event designed to help them make critical decisions about their wealth based on facts and reason, not emotion. The evening will include an educational seminar from psychologist Dr. Eric Dammann on a rational approach to managing family wealth, and a presentation by Kelleher’s Director of Research, Tom Burnett, who will provide a historical perspective on turbulent markets and recovery.

Additionally, event attendees will be able to meet with Kelleher Family Wealth Management wealth advisors for a free consultation on the options available to achieve their families’ financial goals, and will receive a brochure that helps outline emotional and financial concerns.



WHO: Kelleher Family Wealth Management

WHAT: A free seminar on how families can manage their money

and emotions in an unsteady economic climate.

WHEN: Thursday, March 12, 6:00 to 8:00 PM

WHERE: New York Historical Society

170 Central Park West

CONTACT: 1.800.553.2134 or [email protected]