RisingGen Cohort Application

First Name

Last Name

Phone Number

Referred By (Advisor)

Referred By (Firm)

In your opinion, what does it mean to thrive as a rising generation family member in a successful family?

In what ways do you believe this RisingGen Cohort may support your ability to thrive in the ways you’ve described?

When people are facing challenges in their lives such as mental health (depression, anxiety, suicidal thinking), substance abuse, or significant relationship problems, participating in a program that tackles topics like "clarifying your life purpose" can feel overwhelming. As you consider your current level of functioning in your life at this time, how confident do you feel in your readiness and commitment to participate in the RisingGen cohort group? Rate yourself on a scale of 1-10 with 1 being very low confidence and 10 being very high confidence. Please share any relevant details.

Which Friday-Saturday's are you available in January for the Cohort Kick-Off Weekend?

January 7 & 8 January 14 & 15 I have schedule conflicts with both of those weekends

Confirm your availability for our monthly group calls, which will be at 5:00-6:30pm ET on the second Tuesday of the month for the 2022 calendar year.

I am standardly available for the group calls. I am not standardly available at that time. I am available for more than 75% of the monthly calls, but have 1-2 obligations already on the calendar that will require me to miss a couple of the monthly calls.

RisingGen Cohort Application

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