You asked and we answered... Listen in as I speak with Liz Zeitler, of NY Medical and Cosmetic Dermatology to discuss skincare and wrinkles in general and then address the more targeted eye and chin areas. Liz walks us through everything from the importance of preventative care to ways to address the damage we have already done. She is full of practical and actionable advice and provides great guidance for those looking to take additional action. Listen in to learn more. And, if you, or someone you know, would like an introduction to Liz, or to learn more about the work that my team and I do to help dynamic families invest and plan, you can reach me at Emily.Grace@Bernstein.com.

Stages

Blurring the Lines: Dermatological Questions Answered

With 200 million vaccinations expected by summer and cases of Covid continuing to fall, the question turns to what the world will look like post pandemic and how we prepare ourselves. In today’s episode, we speak with Karen Gee-McAuley, Principal of Relevance PR, about the future of travel and the hospitality industry post-pandemic. Listen to Karen discuss  traveling with purpose, how she views BLeisure travel, ghost kitchens, and which vaccine passports show the most promise.To discuss further, you can reach me at Emily.Grace@Bernstein.com

Travel & Hospitality Post Pandemic w/ Karen Gee-McAuley

I have been hearing from many of you about the moments of magic that you are working into your everyday life during the pandemic. A question that arises is how to memorialize a lifetime of these moments. How do we preserve the stories that make up our parents’ lives? Our own?As we think about this, I have invited Iris Wagner of Memoirs Productions to join us on Stages to talk about how she helps people who wish to pass on their wisdom, values, beliefs, and lessons learned. As a personal historian, Iris is credited as Executive Producer for the documentary Scatter My Ashes at Bergdorf’s, about the 100+ year-old fashion emporium in New York City. She been profiled in the Wall Street Journal and Barron’s Penta as an expert in video ethical wills and biography productions and most recently has been featured in Billionaire magazine’s special April 2020 Legacy Issue.

A Story to Tell w/ Iris Wagner

This year, the holidays will look very different for many of us. Like many, instead of gathering with extended family and friends, my family of four will be keeping to ourselves, exploring Central Park, and cooking a simple meal this year. Doris Dwek, of Doris Dwek Events, joins me on this episode of Stages to talk through what you can do, during this uncertain time, to help people feel engaged in the celebration. From ideas for creating connection when apart to making events feel special with far fewer people in attendance, we discuss strategies for making everyone feel engaged and special.   Trade offs are always a part of our world, and I spend my time helping dynamic families think through the trade-offs they are facing within their finances and life. If you, or someone you know, would like to discuss, you can reach me at Emily.Grace@Bernstein.com

Celebrating Holidays & Life Events w/ Doris Dwek

“The silence between the notes in music is just as important as the notes themselves.”I have been hearing from many of you about the moments of magic that you are working into your everyday life during this time. You have told me about the time spent with family, the excitement of a new venture, and finding new ways to celebrate important milestones.It got me thinking that in finance, as in life, there is so much connection to magic – the timing, the rhythm, the focus, the illusion. In the interest of learning more about incorporating magic into our lives, I have invited the great Illusionist & Mentalist, Wayne Hoffman, to join me on this episode of Stages. Listen in as we discuss:- Tips for Following Your Passion- The Silence Between the Notes, and- Incorporating Magic Into Everyday LifeMulti-award winning performer Wayne Hoffman is recognized as one of the top mentalists in the world. Pre-COVID 19 he toured the world with his stage show “Mind Candy” and his motivational speech, “The Power and Potential of The Human Mind.” He is also the author of the best-selling book “Mind Candy” and has appeared on countless television shows including Americas Got Talent. Wayne’s passion for the mysterious was sparked at a young age and lead him to study the art of magic. Later, through extensive self studies in sociology, psychology, and human behavior, Wayne was able to develop the foundation of his skills today.

Magic In The Moments

If you have a child doing remote learning this Fall – or you think that they might end up remote – this episode of Stages is for you. Teru Clavel, Education Author, Speaker, and Consultant joins me to discuss practical tips for making remote learning a success. Some key components include: Separation of Sleep Space and Educational SpaceTalking About Current Events Complement the On-Line with In Person (ie trips to local museums)Adding a home Economics Component – bills, laundry, organizingLiteracy & Numeracy – lots of books and numbersListen now to understand why planning (whether for remote learning or your finances!) is so important.To discuss further, you can reach me at Emily.Grace@Bernstein.com

Remote Schooling Tips w/ Teru Clavel

What are the trade-offs that we are facing today and how are they impacting our relationships with family, friends, and colleagues?Dr. Elizabeth Albertini, psychiatrist at The Motherhood Center joined me on Stages for a live recording, with audience participation and questions, to discuss the many trade-offs we are encountering today. Some examples include: sending kids to school in the fall, coffee with friends, play dates, seeing family from outside the bubble.We talk about the ‘risks’ one is willing to take and the trade-offs associated (e.g. risk of sickness if send to school but risk of mental health issues if kept home)Trade offs are always a part of our world, and I spend my time helping dynamic families think through the trade-offs they are facing within their finances and life. If you, or someone you know, would like to discuss, you can reach me at Emily.Grace@Bernstein.com 

Trade-Offs w/ Dr. Elizabeth Albertini of The Motherhood Center

Listen in to this LIVE episode recorded back in February at Winston Art Group featuring Courtney Booth Christensen, Trusts & Estates at Winston Art Group, Peter Bronstein, Divorce Attorney at Bronstein Van Veen, and Andrea Kushner, Director of Planning at Bernstein Private Wealth. Courtney, Andrea, and Peter address the issue of divorce and the division of tangible personal property (what about a fight over a gold toilet paper holder?!) This is a moderated discussion followed by questions posed by the audience. If you, or anyone you know, would like to learn more, you can reach me at Emily.grace@bernstein.com. 

Divorce & The Division of Tangible Personal Property

With most people currently socially isolating, now can be an ideal moment to gather family together (remotely) to discuss your core values and financial goals. Listen in as Susan Schoenfeld, Founder and CEO of Wealth Legacy Advisors, and I discuss the keys to making the discussion a success. If you, or someone you know, is interested in learning more, you can reach me at Emily.Grace@Bernstein.com.  

Hosting a Family Meeting with Susan Schoenfeld

Recorded back in early February 2020 (which feels like a lifetime ago), my discussion with John Olivieri, Esq around estate planning strategies may be even more timely and compelling given current conditions. John addresses the ins and outs of various strategies as well as the importance of living wills and healthcare proxies (very relevant in today's environment - how many of us have considered nutrition and hydration in our living wills?) Listen in as John and I discuss the importance of estate planning and what you should be doing today..  Who do you know who would benefit from a discussion with me or John to help them through the transitions in their life? Have them email or call me at Emily.Grace@Bernstein.com or 212-756-1951.

Estate Planning Strategies w/ John Olivieri

On March 26, Roosevelt Bowman, Bernstein’s Senior Investment Strategist, and Daisy Wademan Dowling, CEO of Workparent and Harvard Business Review Contributor, joined me for a special live recording of Stages. Both Daisy and Roosevelt took questions live from the Zoom audience. Listen in as for the first 30 minutes, Roosevelt talks with us about current market conditions, the Fed Response, Fiscal Stimulus, current positioning and opportunities. For the next 30 minutes, Daisy helps us think through best practices for working from home, managing others from a distance, staying on track for a promotion during this time, and navigating the complexities of working from home with children (young and grown), spouses, and parents all under one roof. 

Current Markets & Strategies for Working From Home

What exactly are microexpressions? How can a better understanding of them help us in our various interactions with others?  From negotiating a deal to helping a child understand who to trust to acing an interview - microexpressions can help us through every stage of life. Annie Sarnblad, Founder of Point House Advisors, joins us on Stages to share her key insights for reading microexpressions. Because, while Annie can numerically code the 10,000 different muscle combinations, she learned very quickly that trying to teach this to her children was going to be quite a feat. As a result, she developed her own technique that she is able to teach others. Listen in as Annie helps us better understand the true value in MicroExpressions.

Understanding Microexpressions w/ Annie Sarnblad

What do the final days of an M&A deal look like? How does an attorney help make sure that the deal actually goes through? What should a business owner should think about/plan for before the deal actually closes? Jen Kurtis, Partner of the law firm Winston & Strawn, joins me on Stages to discuss the logistics, the psychology, and everything in between involved in getting a deal done.Who do you know who would benefit from a meeting with me to help them through the transitions in their life? Have them email me at Emily.Grace@Bernstein.com. I’ve helped people through many acts by helping them plan and invest in a straightforward and values driven manner. I will ask them some questions and then we’ll sit down to talk about what they should be doing given their current stage in life. 

Behind the Scenes of an M&A Deal w/ Jen Kurtis

How often do you think about where the bedding you use comes from? Not just what store. But, exactly what sort of chemicals are in those sheets between which you are sliding each night? From, where was the cotton sourced? Were the people who created them paid a fair wage?  Those were just some of the questions that Missy and Scott Tannen, Founders of Boll & Branch, set out to discover when they went shopping for sheets to fit their new King Size bed. Today they join us, on Stages, to talk about bedding, what inspired them to disrupt the industry, and perhaps they will even settle the ongoing debate between those who love a top sheet and those who avoid it at all costs.  Who do you know who would benefit from a meeting with me to help them through the transitions in their life? Have them email me at Emily.Grace@Bernstein.com. I’ve helped people through many acts by helping them plan and invest in a straightforward and values driven manner. I will ask them some questions and then we’ll sit down to talk about what they should be doing given their current stage in life. 

Changing the Sheet (Industry) w/ Boll & Branch

First came the digitization of Information - the Internet. Chris Giancarlo, Former Chairman of the CFTC, joins me on the Stage to discuss the Digitization of Things of Value - cryptocurrency and digital currency. Chris believes that we are going to look back and see this resulting in as big a change, if not bigger, than the internet. Chris predicts that "our children will be using digital assets during their lifetime as a medium of both exchange, of savings, of holding of assets...that will be digitized as well."Who do you know who would benefit from a meeting with me, my family engagement team, or Senior Investment Strategist to help them through the transitions in their life? Have them email or call me at Emily.Grace@Bernstein.com or 212-756-1951. I’ve helped people through many acts by helping them plan and invest in a straightforward and values driven manner. I will ask them some questions and then we’ll sit down to talk about what they should be doing given their current stage in life.  

Digital Dollar w/ CFTC Chairman Chris Giancarlo ("Crypto Dad")

Life throws lots of stuff at you at every stage. We’re here to talk about it by connecting you with experts on handling the issues you face. Join me, Emily Grace, as we address topics of interest to you at every stage in your life. At the end of the day, planning for all of the stages in life is crucial. As a Financial Advisor at Bernstein Private Wealth Management I’ve helped people through many acts by helping them plan and invest in a straightforward and values driven manner. For more information, you can reach me at Emily.Grace@Bernstein.com or at 212-756-1951.

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Stages

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