Always an advocate for open conversations around money and financial planning Kathy Longo recently shared her expertise with Barron's for their article, How to Talk to Your Family About Money.
Kathy Longo's thoughts on questions around net worth have been featured on U.S. News & World Report. This article was so popular it was also picked up by WTOP in Washington D.C.
The numbers are in and there is a winning ticket! Let's hope whoever has it had a chance to read what Kathy had to say in Forbes' #1 Tip For Mega Millions And Powerball Lottery Winners.
By: Roya Rodieck
When 18-year-old Kathleen Longo got to Purdue in 1988, her academic ambition was guided by a fierce love of numbers. She majored in economics at the outset of her collegiate career. The field offered the interplay of numbers and ‘real world impact’ that she sought, making it the best fit for her aptitudes and interests—or so she thought.
In a serendipitous moment, a classmate at Purdue suggested she take a financial planning course, meant to introduce students to the financial planning and counseling major at large. She found herself besotted with the curriculum, and a realization swiftly materialized.
On August 21st, at the Multigenerational Giving and Donor Advised Funds event, Kathy will present and share insights and themes from her new book: Flourish Financially: Values, Transitions, and Big Conversations.
