Generational Wealth Transfer and Strategic Gifting

Learn practical gifting and estate planning strategies to help transfer wealth confidently and support future generations.
About this Event

Generational Wealth Transfer and Strategic Gifting

Join us in person for an informative and practical session focused on helping families navigate wealth transfer with greater confidence and clarity.

Passing wealth to the next generation involves more than simply dividing assets—it requires thoughtful planning, clear communication, and strategies designed to protect both your family and your legacy. In this session, Doug Peterson, CFP® will walk through practical gifting strategies, key estate planning considerations, tax-aware financial decisions, and ways to help prepare future generations for long-term financial success. You’ll leave with actionable ideas and a better understanding of how to create a family-focused plan for transferring wealth with purpose and confidence.