Thayer Willis

Topics

For Wealthy Individuals and Families

Beyond the Silver Spoon: Parenting and Grandparenting Children of Wealth
Intergenerational Communication: Creating Pathways
The Psychology of Wealth: Making the Best of a Good Situation

For Financial Professionals

Five Mistakes Advisors Make with Clients

Program Details

Duration of Presentations: ranging from 40 minute Keynote to multi-day retreat
Requirements: Client provides meeting space; portable, cordless, clip-on microphone (if size of group is over 30); and projector and screen for program. For the Flash program of music and photo images, it is necessary to connect to the speakers in the room. Meeting with AV tech before presentation is required.
Location Traveling From: Portland, OR

All programs will be customized for the format (keynote, retreat, workshop) and for your group.

If you are interested in having Thayer Willis speak to your organization or design a workshop for your group, please contact her by phone or email.

Tools

Documents posted on this page may be downloaded and used as long as attribution and copyright information are kept intact. They have been developed for personal growth of individuals and family members. Do not require anyone to share their answers. If a family member wants to discuss any points, participation must be voluntary. Please be respectful of these guidelines.
All files are in Adobe Acrobat format.

Ten Financial Tips to Impart to Your Child
Intergenerational Questionnaire: Creating Pathways
Loaning Money to a Friend: A Decision Tree
My Haven: What Do I Reveal?
Personal Reflections



Topics For Wealthy Individuals and Families Beyond the Silver Spoon: Parenting and Grandparenting Children of Wealth Intergenerational Communication: Creating Pathways The Psychology of Wealth: Making the Best of a Good Situation For Financial Professionals Five Mistakes Advisors Make with Clients Program Details Duration of Presentations: ranging from 40 minute Keynote to multi-day retreat Requirements: Client provides meeting space; portable, cordless, clip-on microphone (if size of group is over 30); and projector and screen for program. For the Flash program of music and photo images, it is necessary to connect to the speakers in the room. Meeting with AV tech before presentation is required. Location Traveling From: Portland, OR All programs will be customized for the format (keynote, retreat, workshop) and for your group. If you are interested in having Thayer Willis speak to your organization or design a workshop for your group, please contact her by phone or email. Tools Documents posted on this page may be downloaded and used as long as attribution and copyright information are kept intact. They have been developed for personal growth of individuals and family members. Do not require anyone to share their answers. If a family member wants to discuss any points, participation must be voluntary. Please be respectful of these guidelines. All files are in Adobe Acrobat format. Ten Financial Tips to Impart to Your Child Intergenerational Questionnaire: Creating Pathways Loaning Money to a Friend: A Decision Tree My Haven: What Do I Reveal? Personal Reflections	Presentation Video View sample video footage from Thayer Willis speaking engagements.