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Beyond the Balance Sheet: Legacy Planning for Generational Wealth
Course Information
Earn: 1 NAPFA CE, plus 1 CFP® CE with completion of the optional quiz
Content Level: Intermediate
NAPFA Subject Area: F-Estate Planning
Course Description

This session invites financial planners to expand their role from wealth managers to legacy stewards—trusted guides who help families navigate the emotional, relational, and cultural dimensions of wealth transfer. Drawing from her background in family systems, financial empowerment, and legacy strategy, Dr Shay explores how planners can support their clients not only in preparing assets for heirs, but in preparing heirs for assets. Attendees will learn how to engage clients in values-based conversations, recognize signs of relational strain, and introduce legacy tools that foster cohesion, continuity, and clarity across generations.

Learning Objectives
  1. Reframe legacy planning as a relational, not just transactional, process.
  2. Incorporate emotional intelligence into family financial conversations.
  3.  Introduce practices that align wealth with purpose, identity, and shared values.
  4. Support multigenerational clients in cultivating trust, transparency, and resilience
Speaker

Shay Harris-Pierce

Dr. Shay Harris-Pierre is a Family Legacy Strategist and Family Business Consultant specializing in the emotional and relational dimensions of wealth stewardship. She partners with families to cultivate clarity, cohesion, and continuity across generations through her signature frameworks, SEEDED and ROOTED. With a background in family systems, financial therapy, and governance dynamics, she brings over a decade of experience guiding families through the complexities of multigenerational relationship preservation with discernment, cultural fluency, and care. She works with family enterprises in which relational conflict is present to understand how family dynamics, values misalignment, and familial bonds impact family conflict. Dr. Shay holds advanced degrees in psychology, marriage and family therapy, and counselor education, as well as a Certificate in Family Business Leadership from Cornell University.
Summary
Availability:
On-Demand
Access expires on Dec 31, 2026
Cost:
FREE
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains:
2 Courses
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