Big-money moments aren’t just about numbers. They’re stories of love, grief, blessing, burden, and all the emotions in between.
When wealth events happen, do you show up as a human first or just a financial advisor, accountant or attorney?
From widowhood to inheritances, generational wealth to business sales, people in financial transition have more than money on their minds. These life-altering moments go beyond just financial strategies; they require a collaborative advisory team to help process the human side of change. When done well, both the client and the wealth they steward will flourish, securing a future for the generations that follow them. Do you know how to guide them well?
Big-money moments aren’t just about numbers. They’re stories of love, grief, blessing, burden, and all the emotions in between.
The two sides of money.
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Technical
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Taxes
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Investments
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Estate Planning
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Cash Flow
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Risk Management
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Personal*
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Relationships & Family Harmony
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Emotions
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Hopes & Dreams
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Values & Purpose
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Identity & Self-Esteem
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Physical & Mental Well-Being
*The real driver of decision making…
Join Michael B. Karwic, CFP®, CRPC®, AEP®, CeFT®, CAP®, national keynote speaker and authority in financial transitions, as he equips financial advisors, estate planners, attorneys, CPAs, and wealth managers to master the human side of working with clients in transition.
By weaving together stories of windfall wealth with honest, heartfelt experiences of loss and grief, Michael reframes the true role advisory teams play in a client’s wealth journey. His talks seamlessly integrate the technical and the human sides of money, equipping audiences to guide people through life’s most consequential moments—while strengthening relationships, increasing effectiveness, and helping their practices thrive.
MEET YOUR SPEAKER
Michael B. Karwic
CFP® CRPC® AEP® CeFT® CAP®
Michael B. Karwic is a Certified Financial PlannerTM (CFP®) Professional, an Accredited Estate PlannerTM (AEP®), and a Certified Financial TransitionistTM (CeFT®) with over 25 years of experience in the financial planning world. As a faculty member of the Financial Transitionist Institute™, Michael also teaches advanced planning techniques to financial advisors working with clients experiencing major life events.
Michael serves as Chair of the Chester County Estate Planning Council and volunteers his time with the Chester County Community Foundation and the West Chester, Pennsylvania Rotary Club.. He is also an active member of NAEPC (National Association of Estate Planners & Councils), XPX (The Exit Planning Exchange), The Exton Region Chamber of Commerce, and the FPA (Financial Planning Association).
Drawing from his two-plus decades of hard-won financial experience, Michael brings levity and honesty to the keynote stage, guiding audiences through the complexities of financial transition. With timely humor and practical application, Michael turns the heavy topics of money and transition into a clear, actionable plan for advisory teams to implement right away.
Keynote Topics
Unprepared for Fortune
Tackling the Top 10 Challenges of Sudden Wealth
Whether it’s an unexpected multi-million-dollar inheritance or a sports rookie's first big contract, sudden wealth is a double-edged sword. It presents a world of possibility, yet also comes with its fair share of burdensome challenges. Family coming out of the woodwork, decision fatigue, and conflicting financial advice—sudden wealth isn’t always the blessing it appears to be.
In this wildly engaging talk, Michael B. Karwic walks audiences through the ten most common pitfalls of sudden wealth, sharing headline hits and cautionary tales of lottery winners, professional athletes, and everyday people unprepared for fortune.
With honest advice for advisory teams, audiences learn how to help clients navigate the emotional highs and lows of sudden wealth and develop a long-term plan that makes the most of their fortune. This talk resonates with financial advisors, estate planners, attorneys, CPAs, and other professionals looking to better serve the needs of sudden high-net-worth clients.
Raising Grounded Heirs
How To Inspire the Next Generation of Wealth Stewards
Beyond the transfer of assets and management of trusts and estates, multi-generational wealth is a story of family values, legacy, and financial stewardship. For some families, wealth brings unity and a sense of purpose. For others, wealth can cause rifts and resentment that last for generations.
With candor and wit, Michael B. Karwic speaks directly to multi-generational families and their professional advisors on how to raise grounded, competent heirs who can handle wealth, responsibility, and leadership.
Delightfully realistic and richly applicable, Michael teaches audiences how to have difficult conversations about money, set healthy boundaries within families, spot the signs of entitlement, and inspire the next generation of heirs to be torchbearers of their family’s legacy.
Save Time, Build Trust, and Win as One Unified Advisory Team
There are several moving parts when helping families manage their wealth, especially in times of transition. From estate planners to family attorneys, insurance agents to CPAs, wealth management involves an entire team of skilled professionals to serve the client’s needs. Unfortunately, too many advisors see themselves as siloed professionals with one isolated function, rather than as a collaborative team working towards a common goal.
In this highly tactical talk, Michael B. Karwic teaches advisors across disciplines how to save time, build trust, and win as a unified team. More than collaboration, it’s the art of communication—putting in the 1% more to keep all parties on the same page and moving forward.
With practical tips for cost communication, meeting management, and shared client care, advisors walk away with renewed purpose and clear next steps to better serve their clients. It is a must-hear presentation for professionals in any field who serve individuals and families facing pivotal life decisions and complex financial change.
Bringing a more human, collaborative approach to wealth transitions.
“I found your style to be engaging, insightful, and dynamic. Your content was not only relevant and impactful, but also sparked great conversation and connection within the group. You definitely left us all inspired.” Tracy K, FA Magazine
Serving Audiences Including:
Estate Planning Councils
Financial Planning Associations
Trust & Estate Seminars
Wealth Management Conferences
Family Business & Succession Forums
Philanthropic & Nonprofit Forums
Business Owner & Executive Leadership Conferences
CPA, Valuation, and Corporate Advisory Conferences
Private Bank, Trust Company, and Family Office Events
Secure Your Event Date
To book Michael B. Karwic for your next event, email our team directly at booking@michaelkarwic.com, or click the button below. We’ll be in touch within 24 hours.