Carol's talk focuses on how families can set priorities and share values while helping them plan for their financial future. Just as it is never too early to plan, it is never too early to start children in thinking of others and how to connect and deal with the world in a meaningful way. Planning for the Future gives both parents and children an opportunity to share values and talk about how they would like for form and mold the future of not just their lives, but also the lives of others.

Suggested Audiences: General audiences, banking clients, schools, religious organizations

This talk focuses on how teenagers and young adults can look to the world as volunteers and philanthropists, but still focus on the organization that gave them the skills that make it possible to give to the world. We will talk about “giving circles” as a way to keep in touch with alumni groups, whether you are a church, school or summer camp. In giving circles, a portion or all of the funds donated go back to the organization where the group first connected so that others will have the same chance to share their experience.

Suggested Audiences: Schools, churches, temples and synagogues

Suggested Audiences: Young adults, teens and other groups who are interested in volunteering