The Great Wealth Transfer:

• As baby boomers are the primary source of wealth, their death begin transferred to younger generations.

• This is one of the most substantial intergenerational transfers of wealth in history & it is expected to continue for another couple of decades.

• Some estimates put the amount of assets that will be transferred at $68+ trillion.

• Potential to reshape individual financial futures and the broader economy.

• Will provide opportunities that weren’t previously available (early retirement, investment opportunities, or funding for personal passions).

• Complexities require careful planning and decision-making.