top of page

Fall Forum | Milwaukee

Wed, Oct 02

|

Bluemound Country Club

Registration is closed
See other events
Fall Forum | Milwaukee
Fall Forum | Milwaukee

Time & Location

Oct 02, 2024, 10:00 AM – 2:00 PM

Bluemound Country Club, 10122 W North Ave, Wauwatosa, WI 53226

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!

Share This Event

bottom of page