Virtual event: What you need to know about the ‘Great Wealth Transfer’
- Posted on July 14, 2026
- By San Francisco Chronicle
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- 1 min read
The Great Wealth Transfer represents a pivotal financial moment as trillions of dollars pass between generations. This comprehensive virtual event brings together industry experts and financial professionals to guide participants through critical aspects of wealth succession. Attendees will gain valuable insights into inheritance planning, establishing effective estate strategies, and addressing long-term care considerations. The discussion covers practical solutions for protecting family assets, minimizing tax implications, and ensuring financial security across generations in an increasingly complex economic landscape.
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