Broker Check
18 March
The Great Wealth Transfer: Multigenerational Legacy Planning


As a “thank you” for your business we’re hosting a Client Appreciation Event! We are so grateful for your support, please REGISTER to join us in celebration - friends and family are welcome.

The Great Wealth Transfer: Multigenerational Legacy Planning

Monday, March 18
12:00 p.m. ET (Live)
7:00 p.m. ET (Replay)

It’s estimated that a staggering $84 trillion will be transferred to heirs and
charities over the next 25 years in the “Great Wealth Transfer.” Are you
and your family prepared to navigate this new era of wealth transfer with
your own legacy plan?

We’d like to invite you to our next Client Appreciation Event, featuring
Brian Dobbis, Retirement Solutions Lead at Lord Abbett. Brian will
discuss the new strategies you can use to effectively manage your legacy

The conversation will cover:
-Beneficiary, inheritance and legacy planning
-Common mistakes to avoid
-How to take action now

Register now to join us and start preparing for the Great Wealth Transfer.

Date and Time

Mon, Mar 18, 2024

12:00p - 7:00p EST




Event Registration