Changing the Family Wealth Discussion: The Implications of Wealth 3.0
Join Kristin Keffeler, Founder of Illumination360 and Chief Learning Officer at Johnson Financial Group; Mindy Kalinowski, Early, Chief Learning Officer at Family Office Exchange; Jeff Strese, Family Learning & Leadership Consultant at Family Office Exchange; and David Shaw, Publishing Director, Family Business Magazine to discuss Wealth 3.0 and share a seven-step process to help rising gens live impactful lives.
In this new era of wealth management, a more positive, strengths-based approach is emerging with family office leaders, advisors, and practitioners called Wealth 3.0.
As the founder of her advisory practice, a Chief Learning Officer, and a rising gen leader, Kristin Keffeler views the world of family wealth through a unique lens. She is a leader in the Wealth 3.0 movement and builds upon historical practices that still serve the family enterprise while challenging previous assumptions that may inadvertently reinforce a negative approach to wealth transition.
Speakers

Kristin Keffeler
Founder, Illumination360; Chief Learning Officer, Johnson Financial Group
Kristin Keffeler, MSM, MAPP is a thought leader, speaker, and consultant at the forefront of a global shift in family wealth advising, known as Wealth 3.0. She guides affluent and enterprising families, rising gen, and the professionals who support them in embracing the positive power of wealth and doing the “inner work of money.”
As the founder of Illumination360 and the Chief Learning Officer for the Denver-based Johnson Financial Group, she specializes in human motivation and behavioral change, family dynamics, family governance, rising gen education and development, and intergenerational collaboration. Drawing upon her life experience as the daughter of wealth-creating parents and her years of research and private practice advising and coaching the rising generation in affluent and enterprising families, Kristin believes that members of the rising gen are uniquely positioned to create significant impact in the world, and uses a lens of strengths to help them to ignite their potential.
Keffeler brings a multi-dimensional approach to her work. She earned an undergraduate degree human biology and chemistry, with an emphasis on human peak performance. She also holds a Master of Science in Management with a concentration in Public Health from the University of Denver, and a Master of Applied Positive Psychology from the University of Pennsylvania. She lives in Boulder County, Colorado where she rides her bike, hugs her daughters, laughs with her husband, and works side-by-side with her dog, Olive.

Mindy Kalinowski Earley
Chief Learning Officer, Family Office Exchange

Jeff Strese
Family Learning & Leadership Consultant, Family Office Exchange

David Shaw
Publishing Director, Family Business Magazine
David Shaw is the publishing director of Family Business Magazine and its sister publication, Directors & Boards. With more than 30 years of experience in business-to-business and consumer media markets, he has served as an editor, publisher, publishing director, group publisher and group vice president of a variety of publications, trade shows, conferences and websites.
Prior to founding GRID Media, David served as senior vice president for Phillips Business Information Inc., where he oversaw nearly 100 discrete media properties, and helped build the business from $35 million to more than $100 million in annual revenues. He is a frequent author and speaker on issues related to business-to-business media, multi-generational family businesses and private and public company governance. He is married, with two grown children, one serving in the Navy and the other in law school.
Benefits
• No cost to attend
• Opportunity for questions and feedback
• Unbiased third-party family business education
• All participants can receive a copy of the webinar materials after the event, upon request
• All participants receive Family Business Magazine weekly newsletter, with news, tips and trends that impact your family business. You may, of course, opt out at any time.
• 60 minutes — maximum value for time