The Great Wealth Transfer

Description

Discover what the Great Wealth Transfer means—for you,  your clients, your practice, and your community.

Over the next 20 years, trillions of dollars will change hands as wealth is passed from one generation to the next. This moment—known as the Great Wealth Transfer—presents a once-in-a-lifetime opportunity to shape the future of our region.

We invite financial professionals and individuals to a valuable evening of learning, conversation, and connection. This event is designed to help you explore how thoughtful charitable giving can benefit families and the communities they care about.

You’ll hear from rural sociologist Ben Winchester on the scale of this transfer and the transformative opportunities it presents for communities like ours, explore how individuals and families can create lasting local impact through legacy planning and charitable giving, and gain real-world tools and insights from legal, accounting, and financial experts to support meaningful, tax-wise giving.

This session will help:

• Financial professionals gain tools to lead legacy conversations and strengthen client relationships.
• Individuals and families explore values-based giving that creates lasting local impact.
• All attendees understand how to partner with community foundations for strategic, community-focused philanthropy.

Agenda

4 p.m. | Welcome & Introduction

4:15 – 4:45 p.m. | Ben Winchester, Research Fellow, University of Minnesota Extension
Topic: Great Wealth Transfer & Charitable Impact Potential in Community

4:45 – 5:15 p.m. | Panel: From Our Experts – Turning Insight Into Action
How to use this information to guide charitable giving that lifts communities.

• Janel Fredericksen, Estate Attorney, Smith & Strege
• Kyle Wesely, CPA, Managing Shareholder, Wesely & Wesely CPAs
• Tim Stauffer, Regional Vice President of Retirement Strategies, Prudential

5:15 – 6 p.m. | Q&A and One-on-One Conversations
Connect directly with our panel of experts. Guests are encouraged to bring questions for tailored guidance.

Refreshments and appetizers provided.

Come as a team. Leave inspired.
Space is limited, so RSVP today for you and your clients, family members, or guests who are interested in the future of their wealth and their community.

RSVP -- https://wcif.org/event/the-great-wealth-transfer/