Rising Gen is rooted in the belief that what matters to you, matters to us. We are dedicated to empowering the next generation to steward their family’s wealth, values, and legacy, while creating their own path through trusted resources and meaningful connections.
COMING UP
The Investment Lab Series
The Investment Lab: A Hands-On Experience
Sept. 16th, 04:00PM ET
Join us for the first session of this collaborative workshop where you will learn from peer advisors about portfolio management and strategic investments while exploring a realistic trading simulator. Experience how investment decisions affect your portfolio in real time.
The Investment Lab: Drawing Conclusions
October 7th, 04:00PM ET
Engage with advisors to analyze short-term portfolio evolution and discover the key influences behind investment decision-making. Whether you are a new or returning attendee, stay tuned for this impactful second workshop!
Strengthen Your Profile to Stand Out to Top Colleges
The Changing Landscape of College Admissions
Oct. 21st, 04:00PM ET
Join us for an informative webinar designed to help families navigate the evolving world of college admissions with confidence. College admissions experts Katie Levy and Billy Downing from ESM Prep will share strategic guidance on essential topics for the application process. Learn how to research colleges effectively, understand shifts in standardized testing, evaluate extracurricular activities, and stay informed on the latest admissions trends, policies, and best practices.
From Campus to Career: Internships, Résumés, and Next-Step Readiness
Nov. 19th, 04:00PM ET
What students do in college shapes the opportunities they’ll have after graduation. In this webinar, ESM's Director of Undergraduate Mentorship & Graduate Admissions Dr. Carley Nuzzo will share expert tips for building a strong résumé—and make the most of college for the path that's best for you. Discover how to navigate the internship process, apply with confidence, and turn each experience into a step toward your career goals.
*Welcome to anyone interested, student or parent.
Your Rising Gen Partners
These knowledgeable and experienced professionals are eager to share valuable resources that work for them and develop peer-to-peer connections with you.They’re here as trusted contacts for Rising Gen questions and conversations, drawing on broad client experience and practical insight.Meet and reach out to them below or email us at risinggen@wealthspire.com.
Financial Foundations Webinars
Brought to you by Wealthspire, The Financial Foundations Virtual Series is designed to build financial confidence and open the door to meaningful money conversations within families. From investing basics to intergenerational planning, each session is crafted to educate and empower the next generation.
This material should not be construed as a recommendation, offer to sell, or solicitation of an offer to buy a particular security or investment strategy. The information provided is for informational purposes only and should not be relied upon for accounting, legal, or tax advice. While the information is deemed reliable, Wealthspire Advisors cannot guarantee its accuracy, completeness, or suitability for any purpose, and makes no warranties with regard to the results to be obtained from its use.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Wealthspire Advisors by any of its clients or a third party.
Registration of an investment advisor does not imply that Wealthspire Advisors or any of its principals or employees possess a particular level of skill or training in the investment advisory business or any other business.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
FINANCIAL PARAPLANNER MANAGEMENT SPECIALIST™ and FPQP™ are trademarks of the College for Financial Planning in the United States and/or other countries.
Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services. The Center for Fiduciary Studies owns the mark AIF®, which it awards to individuals who successfully complete initial and ongoing accreditation requirements.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
