Personal Continuity and Extreme Events
Includes a Live Web Event on 07/17/2025 at 12:00 PM (MDT)
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Presented by the Women & Finance Knowledge Circle: Recent events in the middle east and Ukraine have caused many to consider how they might approach personal continuity within an extreme situation. In this session, Libretto will explore the challenges triggered by extreme events and establish a framework for developing a tailored set of protective solutions.
The session will advance your understanding of designing a personal continuity plan and tailoring it to a desired level and type of stress protection. In this session, Jeff Coyle, founder of Libretto and former advisor with 25+ years of experience managing ultra-affluent clients, will discuss:
· Protective Tiers
· Addressing stress assuming functioning institutions
· How do we approach an environment when institutions fail?
· Potential solutions and applications
· Designing your personal continuity plan
· Ramifications
Competency Level: Intermediate
FPA Competency: Interpersonal Impact
CFP Board Topic: General Financial Planning Principles
CFP Board CE Credit Hours:
Jeff Coyle
Founder
Libretto
Jeff Coyle, founder of Libretto and former advisor, has 25+ years of experience managing UHNW clients. Over his career, Jeff founded three boutique advisory firms delivering to UHNW clients, served as Deputy Chief Investment Officer of Personal Financial Services for Northern Trust and was Chief Strategy Officer at myCFO.
Originally designed to streamline advice delivery to UHNW clients, Libretto combines personalized planning and portfolio advice with a virtual family office wealth delivery. Our mission is to help you deliver robust solutions that make all your clients feel like they’re worth $100 million.
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