Creating, Maintaining, and Transferring Generational Wealth
November 3, 2022 | 1:00 pm
Generational wealth is a hot topic, but what does it really mean to create generational wealth? Where does it come from and how do you successfully transfer it to your heirs? This topic is important as 70% of wealth is lost when it's transferred to the second generation. Learn the building blocks for wealth creation and the critical steps to ensure it is properly transferred to your family.