You have spent years working hard to build financial security, and the people and causes you care about are never far from your mind. Maybe you want to help a child buy a home or ease a burden they are carrying. Perhaps there is a cause that has shaped who you are, and you want to do more than write a check after you are gone.
Whatever “Giving” looks like for you, the desire to share what you have built with the people who matter most is one of the most meaningful things wealth can make possible.
This is an invitation to think differently about your wealth and the impact it can have while you are still here to witness it. Whether you are thinking about supporting family, giving to causes you care about, or simply living with more intention, Giving While Living is for anyone who wants to see the impact of what they have built – not someday, but now.
• How to support children or other extended family today without sacrificing your own long-term financial security
• Why most families delay these decisions and what it looks like to move past that hesitation with a clear plan
• Practical approaches to charitable giving that feel personal and purposeful rather than transactional
• How to bring your next generation into the conversation in a way that builds confidence on both sides
• What creative planning can look like when the goal is experiencing the impact of your wealth during your lifetime
Madisen Karlson, CFP®, Senior Financial Planner, and Emily Sorensen, CFP®, Financial Planning Associate, specialize in helping clients find creative, deeply personal approaches to building and preserving wealth. They have guided real families through these exact decisions, and this session draws directly from that work.
Adam is the Managing Director of Investments at EP Wealth Advisors® where he oversees the firm's investment strategies and chairs the firm’s Investment Committee. As the voice of the firm’s investment strategy, Adam frequently provides market commentary across the media and in client communication pieces.
Prior to joining EP Wealth Advisors® in 2014, Adam served as a Senior Portfolio Manager at City National Rochdale in Beverly Hills, where he specialized in research and portfolio construction while overseeing nearly $700 million on behalf of high-net-worth individuals, foundations, and trusts.
Adam holds a Bachelor of Science in Business Administration from the University of Southern California (USC), and earned his Master’s in Business Administration (MBA) from the University of California – Los Angeles (UCLA). In addition, Adam holds the Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA) and Certified Financial Planner (CFP®) designations. Adam lives in Palos Verdes with his wife and two children, Hunter and Madison.
