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CEONet Webinar: Transfer of Wealth Studies

April 18 @ 1:00 pm - 2:00 pm CDT

Event Overview

Of the estimated $84 trillion to be passed down from older Americans to millennial and GenX heirs through 2045, $16 trillion will be transferred in the next decade. For some states TOW studies have been around for a long time. In other states, they are relatively new. Who benefits from

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Event Details

Transfer of Wealth Studies

Of the estimated $84 trillion to be passed down from older Americans to millennial and GenX heirs through 2045, $16 trillion will be transferred in the next decade. For some states TOW studies have been around for a long time. In other states, they are relatively new. Who benefits from them? Who can use them and how? What are some outcomes? Our panel will share their insights and experiences with TOW studies, and we will talk about the mechanics of how the studies are constructed.

 

Moderator:

Jennifer O’Flannery Anderson, President and CEO,  Community Foundation of Broward

 

Conversation Starters:

Eileen Connolly-Keesler, President and CEO, Community Foundation of Collier

Mary Rutherford, President and CEO, Montana Community Foundation

Benjamin Winchester, Extension Educator, Evaluation & Rural Sociology, University of Minnesota

Jeff Yost, President and CEO, Nebraska Community Foundation

 

Registration: Members free, Non-members $49.
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