The Other Talk

Talking to your adult children about the rest of your life.


Our seminar will guide you through this important discussion.


Make plans now to join us at Lenox on September 27 at Noon for a free and highly important seminar on how to talk to your adult children about the rest of your life. 


Our seminar is based on the poignant and award-winning book, “The Other Talk:  A Guide to Talking with Your Adult Children About the Rest of Your Life” by Tim Prosch.  We present it as part of our Embrace program at Lenox which is focused on providing our senior clients with real-world, relevant information to live their life fully, and with the peace of mind that comes with knowing that essential matters are being addressed thoughtfully and in keeping with personal desires.


Topics will include:  Why Have the Other Talk?... Getting Ready for the Other Talk... and Turning the Other Talk into an Action Plan.  Specific discussion will cover everything from getting important documents in order, to selecting the best living arrangements, getting the medical care you may need, financing your uncertain future, and more.


The mood will be upbeat but pragmatic as we share real-world scenarios of how families can turn this potentially touchy topic into a successful, productive and even heartwarming family discussion. 


Attendees will leave the seminar with actionable steps as well as online and other resources to help them move forward with taking charge of the later stages of life.


Our goals are to equip families with a template from which to discuss, explore, and think about end-of-life issues, empower adult kids to make the tough decisions if and when their parents can’t, and set an example for the adult kids to share with their own kids someday.


Call us at 513-618-7080 to reserve your seat(s) for the complimentary seminar on September 27 from Noon- 1 pm.   Family members are also welcome. This information-rich seminar conducted by Anne Burney, Vice-President/ CSA® will be the go-to event for preparing all generations to have “The Other Talk”.  Registration at 11:30 am. Lunch will be provided.



At Lenox, we work with families to help guide them in every aspect of their financial life –– from generational planning and finances, to setting financial priorities, to eliminating debt, establishing budgets, career planning and coaching, funding education, retirement planning, and working through financial hurdles –– the entire realm of wealth creation, wealth building, and wealth management.  In every instance, we start with you, not your portfolio to help you FUND A LIFE YOU LOVE™.


If you’re ready to discuss financial, business, career and life planning that will allow you to Fund a Life You Love®, we’d love to tell you more.  Let’s talk.  It’s your tomorrow. Call us for a complimentary 1-hour review.  Call 513.618.7080 or visit to Fund a Life You Love.


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This blog is limited to the dissemination of general information pertaining to its investment advisory/management services. This is not intended to be personalized investment advice. Please contact a Lenox adviser if you would like additional information.