(VIDEO) Holiday Healing & Family: How to Stay Connected Through Grief

"I know this must be hard for you. I don't know how I can best support you but I wanted you to know that I care."

- Lisa McFarland, TheGriefGurus.com

Most people want to "be there" for friends, family - and in my case, clients! - after an event like a death in the family. Unfortunately, we often don't know the "perfect" words to say.

Sometimes we're afraid to bring up our own latent grief. And the holiday season? That can be the WORST. 

I have known Lisa for many years and she has always carried her burdens with grace and kept every remaining piece of her heart available to others. In this talk we take the opportunity to learn about Lisa's story and how she transformed profound loss into compassion, grace and ways to share what she's gained with others. 

Lisa guides our desire for connection, even in grief by answering: 

✅ What "happens" to grief during the holidays? 

✅ How can family members navigate grief (and the grieving)? 

✅ Does grief ever GO AWAY? 

✅ What is The Healing Path? 

✅ What is a "virtual healing community?" 

Jason Howell Company is a family wealth management firm that serves ALL family members for ALL things financial. Our specialty is multigenerational wealth planning.

Jason J. Howell, CFP®, CPWA®, CSRIC® and Douglas W. Tees, MBA, CFP® CAP®, CBDA  have spent a lot of time in the Washington, DC area, and are aware that many people who are first generation wealth suffer from a kind of "financial imposter syndrome."  Successful entrepreneurs and family businesses are always looking over their shoulder; government contractors worry about the next contract; former Capitol Hill staffers privately wonder if they should "feel bad" for the money they now make. Imposter syndrome is common among people who work for the many corporate headquarters based in this area as well. These feelings get in the way of properly managing family wealth. We empower them to get organized, build a team of advisors and make decisions.

Our typical "first generation wealth" families include dual income parents who work, save and have just the right amount of fun. For long-time, family owned businesses we focus on much family preservation as we do wealth preservation. 

First generation wealth success stories and family business owners realize that they:

• Need to “do something” with the cash in their checking/savings
• Need to eventually diversify their portfolio away from the family business
• Need an investment strategy for “up” and “down” markets
• Need a plan to mitigate market, credit, inflation, and political risks
• Need to start tax planning instead of just tax paying
• Need to be sure they are choosing the right work benefits
• Need to reduce financial miscommunications between family members
• Need to separate business finances from personal finances
• Need to separate family wealth from individual wealth
• Need a plan to provide space for both family and individual philanthropy
• Need to plan for money while alive and for what happens after death