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Financial Institutions

Independent Means is not involved in managing family assets in any way. We specialize in providing a comprehensive financial education, giving thought-leader firms the tools and skills to manage an integrated approach to financial and human capital assets. MoneyScore; The Source; and white papers, books and special events support the development of wealth advisors for the 21st century. Please call to learn more about our training and licensencing opportunities.

Great Families Orientation

To help introduce the Great Families program, we offer Great Families Orientation in Santa Barbara, CA, Boston, MA and New York, NY.

More information below.

This two-day seminar is for family office executives, educational specialists, and family leaders. We explain the Great Families curriculum, activities, and unique instructional approach for teaching financial fluency and building great families.

Click Here To Register

Sample Agenda

Day One

Canary Hotel/Coast Restaurant – 31 W. Carrillo, Santa Barbara, CA  805-884-0300

12:30 Lunch: Introductions, Ground Rules, Agenda, Goals, Expectations

Meet one another and the IMI Team. Walk to Upham Hotel after Lunch.

2:30 Getting Families Started

Most families have good intentions about developing financially capable kids; great families are intentional. In this session, Joline will describe the best practices of other families and explain IMI’s methodology and approach.

3:30 Break

15 minutes

3:45 Overview of Stages 1 and 2 (5-12 yo)

Each stage of the Great Families program includes activities and experiences that cover financial concepts, values, and skills appropriate to the participant’s developmental stage. This session will be an overview of Stages 1 and 2 (5-12 yo), followed by a participatory discussion on the “Hard Conversations” module.

5:00 Break

1 hour

6:00 Wine and Wisdom

Dinner and conversation.

Seagrass Restaraunt – 30 East Ortega St., Santa Barbara, CA 93101  805-963-1012

Day Two

Upham Hotel/The Garden Room – 1404 De La Vina, Santa Barbara, CA  800-727-0876

8:30 Recap Day One

Recap and Q&A

9:00 Overview of Stage 3 (13-15 yo)

This session will be an overview of Stage 3 (13 – 15 yo) with an in-depth exploration of the “Cash Flow and Allowance Management” module.

10:15 Break

15 minutes

10:30 Overview of Stage 4 (16-18 yo)

This session will be an overview of Stage 4 (16-18 yo) modules followed by an engaging activity from the “Entrepreneurship” module.

11:45 Lunch

Louie’s California Bistro

12:45 Overview of Stage 5 (19 yo+)

This session looks at Stage 5 (19 yo+) modules and an in-depth review of the “Wealth Transfer” module from this stage.

1:45 Break

15 minutes

2:00 Taking it Home

Next Steps in Family Education: A review and discussion of materials covered and how to share the information once you get home.

3:30 Personal Consultations

Personal Consultations available for Family Office Professionals ready to take the next step with the Great families Program.

Upcoming Dates 2013:

Location: Santa Barbara, CA

  • February 21-22
  • April 18-19
  • August 22-23 FULLY SUBSCRIBED
  • November 14-15

Location: Boston, MA

  • September 9-10

Location: New York, NY

  • September 12-13

Cost: $1,500*
*Price includes event meals, but does not include lodging.

Click Here To Register

Santa Barbara

How should I get there?
We recommend using either the Santa Barbara Airport or the Los Angeles International Airport, which is located 90 miles south of our office.

Nearby Hotels:

Boston

Info coming soon.

New York

Info coming soon.

Things To Do In The Area

Whatever your passion, there’s always something to do in Santa Barbara, which combines big city culture with outdoor adventures, all set off by a culinary tradition that puts its name and flavors on the lips of food and wine critics across the country. This is the short list, if you’re looking for something not shown or just need more options please ask us we love to show off our local gems.

Wine Tasting 

Urban Winetrail SB

Sustainable Vine Winery Tours

Golf

Sandpiper Golf Course

Spas

Float Luxury Spa

Le-reve

Yoga

Art

Santa Barbara Museum of Art

Hiking

Biking

Mountain Biking SBMTV.ORG

Cycling

Whale Watching

Condor Express

Surfing

Diving

Sailing

Sunset Kidd (Sunset Cruise)

 

Programs & Services

IMI supports the programming needs of today’s cutting edge institutions in three ways:

  1. We design custom programs to your specifications. Give us the educational need you are responding to and we will help design the solution to meet that need.
  2. We can adapt one or more of IMI’s flagship programs (Camp Start-Up, Fashion & Finance, etc.) to your clients’ needs.  For a listing of our current programs click here.
  3. You can license IMI content and/or programming.

To explore our capability to meet your needs, call 805-965-0475