The “Great Wealth Transfer” is underway, with $68 trillion set to pass from older generations to their heirs. Those inheriting constitute a generation much more diverse than the previous, and their principles and priorities tend to differ from the givers.  Please join us for The Changing Faces of Wealth presentation in which we will explore compelling research and insights to help support meaningful connections and relationship building with the evolving dimensions of investors.

Eligible for 1 CE credit for the following designations: CFP, CIMA, RMA and CPWA

Date and Time

DATE: June 6th

TIME: 2-3pm MDT

Register Here

Meet Your Speaker

Michael Velez

Learning Consultant

Franklin Templeton Academy