Fall Forum | Appleton
Tue, Oct 01
|Bridgewood Resort
If you are giving or receiving, this session will highlight best practices for value and purpose building: Preparing Your Heirs & Yourself, Charitable Giving Goals, Understanding the Best Ways to Give, The Impact of Generational Values!
Time & Location
Oct 01, 2024, 11:00 AM – 1:30 PM
Bridgewood Resort, 1000 Cameron Way, Neenah, WI 54956, USA
About the Event
The United States is currently experiencing a colossal movement of assets, aptly named ‘The Great Wealth Transfer’. Over the next two decades, an estimated $84 trillion will change hands, with a significant portion earmarked for heirs rather than charities. If you are giving or receiving, this session will highlight best practices for value and purpose building: Preparing Your Heirs & Yourself, Charitable Giving Goals, Understanding the Best Ways to Give, The Impact of Generational Values!