We are in the midst of the greatest intergenerational wealth transfer in history. Preserving, protecting, and perpetuating this wealth is of significant importance to the baby boomer generation. Increasingly, however, we find that of equal importance is the concern that the current generation’s wealth supports the well-being of the rising generation by promoting purposeful lives and flourishing families. This course discusses how advisors can help families engage in these important conversations, share wealth efficiently, and perpetuate their abundance across generations.

The deadline to register is Wednesday, August 19.

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