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Better conversations. Better outcomes. | Presented by BMO Global Asset Management

May 3, 2017

It’s one of the key milestones in life, and a time of happiness tinged with sadness – when a child leaves home and launches into adulthood. Unfortunately, this life changing event is occurring later and later in life, as an increasing number of young adults fail to leave the nest. The issue is often financial in nature, and the lack of economic independence could lead to serious consequences down the road.


In this episode, we discuss launch planning and helping your clients prepare their children for a financially-independent future. We cover how to talk to your clients – or even your own children – about this topic and how these conversations can do wonders for your clients and your business. Our expert guest is Dina Renee Weiss, the Chief Investment Officer of Lighthouse Financial Group, where she specializes in talking to families about launch planning. Dina is the co-author of the book Ready to Launch, and has built her practice with launch planning and financial literacy for children as its core part.


For full show notes and links mentioned in this episode, visit