Over the next several years, trillions of dollars are expected to transfer between generations. But wealth transfer is not just about inheritance - it is about preparation, communication, tax awareness, family values, business continuity, and making thoughtful decisions before life forces them upon you. 
Join us for an educational Lunch & Learn designed to help investors, families, and small business owners better understand the opportunities and challenges that can come with transferring, receiving, or preparing to pass on wealth. 

We'll discuss:

• Why the Great Wealth Transfer matters now
• Common mistakes families may make when money, property, or businesses transition
• How market uncertainty may affect planning conversations 
• Why communication with adult children, heirs, and trusted professionals is so important
• Steps to consider when coordinating financial, tax, estate, and business planning conversations