Client Education Seminar
September 26 @ 5:00 pm - 6:30 pm
Join Brandon Rains and our special presenter, Katie Spencer.
Dr. Katie Spencer is a wealth coach and clinical psychologist. Through her business Northbound Coaching, Dr. Spencer offers an insider’s perspective on wealth dynamics within family systems. By working to strengthen relationships and build the foundation to effectively navigate the landscape of wealth, she helps clients identify and avoid common pitfalls, particularly as resources transfer across generations. Her work is customized to serve families, couples, individuals, and their trusted advisors. Born and raised in Minneapolis, Dr. Spencer has lived abroad extensively. She now calls Evergreen, Colorado home, along with her husband, two children, two dogs, and three resident bobcats that reside in their back “yard.” Her number one value is connection, which guides her actions personally and professionally.
She will presenting in a workshop format her approach and how it can benefit your families.