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FALCONERS SPEAK AT NATIONAL WEALTH CONFERENCE;
ONLY MICHIGAN REPRESENTATIVES

TRAVERSE CITY, MICH, OCTOBER 16, 2005 – Erik and Leslie Falconer of The Falconer Group have been chosen to lead a workshop for couples considering the challenges and opportunities of merging finances and financial styles at the upcoming Making Money Making Change (MMMC) conference on November 3-6 in Petaluma, Calif.

MMMC brings together approximately 60 women and men from across the country. Through community-building activities, workshops and discussions, participants inform, support, and share ideas with each other about personal wealth and social change philanthropy.

Participants are aged 15-35 who have or expect to have a significant amount of inherited and/or earned wealth. MMMC builds a community of peers who support each other in making creative and informed choices about their resources.

The Falconer Group is an independent, fee-only wealth advisory firm serving high net worth family clients worldwide. The Falconers’ presentation will focus on how to manage the complexities of integrating finances of two partners with various wealth backgrounds, goals, and values. The Falconer Group will be the only representative from Michigan.

The firm specializes in working with families and individuals who desire to be intentional with their wealth. Its values-based approach optimizes a family’s resources in order to assist them in defining and supporting a family vision and typically involves multiple generations. Falconer Group’s services include financial planning, investment management, financial literacy programs, and philanthropic advising.

Founded in 1998, The Falconer Group is an independent family wealth advisory firm serving high net worth clients worldwide. The firm specializes in working with families and individuals who desire to be intentional with their wealth. Its values-based approach optimizes a family’s resources in order to assist them in defining and supporting a family vision and typically involves multiple generations. The firm’s services include financial planning, investment management, financial literacy programs, and philanthropic advising. The Falconer Group was founded by Erik Falconer and his wife, Leslie. The firm is located in Traverse City, Mich. Families or individuals interested in arranging a private, complimentary consultation can call 231.946.5320.

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Luke Haase
231.932.0400
lhaase@intelligenceagency.com