Building Bridges:
The Art and Science of Intergenerational Wealth Transfer
Audience:
Financial Advisors & Industry Professionals
Overview:
In this engaging keynote, Gary Teelucksingh explores the intricacies of intergenerational wealth transfer, providing financial advisors with the tools and strategies they need to guide their clients through this complex process. Drawing from his upcoming book "Roots of Prosperity," Gary delves into the psychological and emotional aspects of wealth transfer, the importance of family dynamics, and the role of advisors in fostering open and effective communication across generations.
Key Takeaways:
Understanding the emotional and psychological challenges of intergenerational wealth transfer.
Strategies for fostering effective communication between generations.
Best practices for advisors to position themselves as trusted guides in the wealth transfer process.
Identifying and managing potential risks to preserve family wealth over time.
"Gary Teelucksingh is a dynamic and engaging speaker who brings a wealth of knowledge and experience to the stage. His ability to translate complex financial concepts into relatable, actionable insights is truly remarkable. Whether he's addressing financial professionals or consumers, Gary's passion for helping others build lasting legacies shines through. As a best-selling author and financial educator, I've seen firsthand the impact Gary has on his audiences, leaving them inspired and empowered to take control of their financial futures."
KELLEY KEEHN, BEST-SELLING AUTHOR & FOUNDER
MONEY WISE INSTITUTE
