WEALTH MANAGEMENT CONFERENCE

Every February, on the second weekend of the month, Ted Ridlehuber and his wife sit their three adult daughters and their husbands down for a state-of-the-finances talk. Ridlehuber, president and CEO of the consultancy Cannon Financial Institute, Inc. based in Athens, Ga., started these family meetings after his wife's mother developed Alzheimer's and his wife, executor of her parents' estate, didn't have enough information to handle her widowed mother's finances.