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The Great Wealth Transfer Is Upon Us https://youtu.be/gJaz5xMAU0k?si=UkDIsSQjLbhxqDaj

Sources: Cerulli Anticipates $124 Trillion in Wealth Will Transfer Through 2048 https://www.cerulli.com/press-releases/cerulli-anticipates-124-trillion-in-wealth-will-transfer-through-2048

This WSJ Poll Reveals a Huge Gender Gap on the Economy https://www.wsj.com/video/series/news-explainers/this-wsj-poll-reveals-a-huge-gender-gap-on-the-economy/105E7856-6FBB-4D23-A76A-8CC565719A7E?mod=Searchresults&pos=1&page=1

Money Stress Is Hurting Women's Overall Health https://www.ellevest.com/magazine/ellevest-financial-wellness-survey

Fed Data: https://www.federalreserve.gov/releases/z1/dataviz/dfa/distribute/chart/#range:1989.3,2024.1;quarter:138;series:Assets;demographic:generation;population:all;units:levels USA Today Study: https://www.usatoday.com/money/blueprint/credit-cards/study-great-wealth-transfer-plans/ Ramsey Solutions Article: https://www.ramseysolutions.com/retirement/how-many-millionaires-actually-inherited-their-wealth

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Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.