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Family Brand Equity: Are you Missing the Highest Outcomes?

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Family Brand Equity: Are you Missing the Highest Outcomes?
Presenter: Jerry Nuerge, Financial Independence Group

  • Most estate planners barely acknowledge the highest legacy concerns of HNW families.
  • Most HNW families don’t have enough awareness to help their planners make the necessary connections.
This presentation will give you an understanding of Family Brand Equity – the enduring essentials that sustain a family’s preferred future identity as well as its financial assets. You will learn a process that reveals current Family Brand Equity and sets the stage for proactively increasing it.
Core elements include:
  1. Capturing the unique family story – speaks to history, identity, and connection
  2. Integrating their faith perspective in planning and documents – reinforces long-term view
  3. Proactive emphasis on developing virtues – customized plan for strengthening the character base of every family member in the building of a resilient family culture
You know the historic statistics of legacy failure in second and third generations. The rare exceptions do not occur by chance. This is not creative theory. Direct experience has shown that focusing on the right concerns greatly increases the desired outcomes. Character development and relational effectiveness are leading indicators of wealth that enhances rather than destroys.

Jerry Nuerge is founder and owner of the Financial Independence Group and has a rich background in financial planning. He is also the creator of the Wealth Integration and Transfer System™, the Generation Connection Process™, as well as the Revenue Retrieval System™. Jerry holds a BBA and MBA degree, is a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), a Certified Family Wealth Counselor (CFWC), a Chartered Advisor in Philanthropy (CAP) and a Registered Investment Advisor (RIA). He is a lifetime member of the Million Dollar Round Table (MDRT), and has qualified for its "Top of the Table”. He also belongs to the National Estate Planning Council, the Society of Financial Service Professionals, the National Association of Insurance and Financial Advisors (NAIFA), and is a past-president of the local chapters of these organizations.

Jerry is a Renaissance Associate and represents Renaissance, Inc., the country’s leading Charitable Administration and Social Capital firm. He is also a charter member of the International Association of Advisors in Philanthropy (AiP) and served as its President in 2009, which networks with members across the nation on visionaryplanning.

Jerry has been married to his wife, Sharon, since 1967, has 3 children, and 8 grandchildren, all who live the Fort Wayne, IN area, a true blessing beyond measure!

Active as a consultant and national speaker, he teaches financial planning courses to CPA’s; Attorneys; Trust Officers; Insurance Agents and other professionals around the country. Jerry also consults to non-profit organizations and has helped them capture hundreds of millions of Social Capital dollars in their communities. He is the co-author of the book Family Wealth Counseling: Getting To The Heart of The Matterand is author of The Priceless Gift.

Since 1971, Jerry Nuerge has utilized his vast financial experience to help individuals and families build a more secure future.

1120 Chester Avenue, Suite 470 | Cleveland, OH 44114
Phone: 216-621-3215 or 888-597-6575 | Fax: 216-696-2582 |
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