Empowering vs. Enabling the Next Generation

November 19, 2025
Run time: 15:27

Managing generational wealth is about more than numbers—it’s about values, responsibility, and legacy. Too often, well-intentioned transfers can unintentionally create dependency rather than empowerment.

In this webinar Claire Craighill, CFP®, and Stephanie Stumpf, CPA, PFS, CFP®, CTFA explore:

How to prepare heirs to be good stewards of wealth
The risks of enabling vs. the benefits of empowering
Communication strategies for multigenerational families
Practical frameworks for values-driven wealth transfer

Whether you’re preparing to pass on wealth, or already navigating family dynamics, this webinar provides insights to help create a legacy that lasts.

Webinar Speakers

Stephanie Stumpf, CPA, PFS, CFP®, CTFA

Partner and Senior Financial Advisor

Stephanie works closely with corporate executives and other high-net-worth individuals to develop and implement wealth strategies that are unique to each family’s needs. Stephanie holds a BS in Commerce and an MS in Accounting from the University of Virginia. She is a Certified Public Accountant, Personal Financial Specialist, CERTIFIED FINANCIAL PLANNER® professional, and a Certified Trust and Fiduciary Advisor.

Claire Craighill, CFP®

Partner and Senior Financial Advisor

Claire joined WealthCrossing in 2007. As a partner and senior financial advisor at the Richmond-based firm, she specializes in legacy wealth relationships including portfolio construction, trust and estate planning, coordination of independent trustee services and family financial governance. A graduate of Hollins University and a CERTIFIED FINANCIAL PLANNER® professional, Claire has been a long-time member of the Financial Planning Association of Virginia and the Estate Planning Council of Richmond Virginia.