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New England Chapter Breakfast November 7, 2018
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Aged Healthy, Wealthy & Wise

 Export to Your Calendar 11/7/2018
When: Wednesday, November 7, 2018
8:00 am - 9:30 am
Where: Burns & Levinson LLP
125 Summer St.
Boston, MA  02110
United States
Contact: Lenny Fogel
617-482-3045


Online registration is available until: 11/7/2018
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Age Healthy, Wealthy & Wise

Drawing on her many years of professional experience, Coventry Edwards-Pitt interviews vibrant elders and brings to life the daily choices they are making that allow them to live content, engaged, and purposeful later lives and design legacies of meaning.

The stories and research in Aged Healthy, Wealthy & Wise will inspire you to take the actions in your own life that will set you on a course not only to age well yourself but also to help ensure that your family experiences your later years not as a burden, but as a gift.

 

About the Presenter: 

 

Coventry Edwards-Pitt, CFA, CFP, Chief Wealth Officer, Ballentine Partners LLC

Coventry Edwards-Pitt, CFA, CFP®, is the Chief Wealth Advisory Officer at Ballentine Partners, a firm that specializes in providing investment and wealth management advice to wealthy families and entrepreneurs. She began her career at Goldman Sachs after graduating from Harvard University. Covie has been recognized as one of the “50 Most Influential Women in Private Wealth” (Private Asset Management 2016). Covie is also the author of Raised Healthy, Wealthy & Wise: Lessons from successful and grounded inheritors on how they got that way (2014). Since its publication, Covie has spoken at over 70 events for wealth owning families and their advisors, sharing the book’s key messages about what works when raising children amid wealth. She lives in the Boston area with her husband and daughter.

 

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