Fall Forum | Milwaukee

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!