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    Healthy, Wealthy & Wise

    This event has been cancelled.

    When: Monday, 5/13/2019 7:00 PM Export event

    OFJCC Palo Alto JCCThis event has been cancelled.

    Counterintuitive as it seems, above a certain level of affluence, parenting becomes harder, not easier. We’ve all heard stories of difficulties with children who are entitled, unproductive and dissipative. But what about the success stories? Children raised amid abundance who grew up to be productive, self-motivated, financially independent and content? Wealth advisor Coventry Edwards-Pitt, CFA, CFP®, Ballentine Partners, or 'Covie,' sought out these success stories and collected the key lessons they revealed in her recently published book, Raised Healthy, Wealthy & Wise. In this session, she will share what works when raising children to lead fulfilling and productive lives. On May 13th, join her in a discussion regarding healthy child development in a world of wealth. 

    About the Author:
    Wealth advisor Coventry Edwards-Pitt is a Partner and the Chief Wealth Advisory Officer of Ballentine Partners, a Boston-area based investment and wealth advisory firm she joined 15 years ago. She was pre-med in college and was drawn to the wealth management industry by her desire to help people navigate a complex, noisy, often conflicted financial world and implement strategies that weren't just financially sophisticated but also emotionally relevant. 

    Covie is the author of the Healthy, Wealthy & Wise Collection, a two-book series based on interviews that highlight success stories: the first, Raised Healthy, Wealthy & Wise (2014), focuses on raising children to be grounded and successful adults amid wealth and the second, Aged Healthy, Wealthy & Wise (2017), focuses on designing a vibrant and purposeful later life and legacy.

    Covie has spoken widely on the lessons in the books and has been a featured speaker at over 100 events for families and their advisers. She also consults with individuals about how to implement the books' best practices in their own lives and within their own families.



    Monday, May 13
    7:00–8:00 PM
    Freidenrich Conference Center, Room F-401 
    Ticket and Book Bundles: $35 for box set of both Raised Healthy, Wealthy & Wise and Aged Healthy, Wealthy & Wise' | $25 for one book and ticket
    $22 General Public (Ticket Only) | $18, Members and J-Pass Holders (Ticket Only)
    Contact: Jackson Bartlett | (650) 223-8718 | [email protected]


    Registration is closed for this event.

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