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Panel Detail:
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Tuesday, April 19, 2005
2:15 PM - 3:30 PM
Get Ready for the Largest Transfer of Wealth in History
Roundtable Session
Sponsored by Reyes Consulting
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| This roundtable discussion focused on the implications of what some estimate is a trillion-dollar intergenerational transfer of wealth underway in the U.S.
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Speaker:
David Reyes, Financial Architect, Founder Reyes Consulting, Inc.
Summary:While experts vary on the ultimate trillion-dollar number, the intergenerational transfer of wealth underway in the U.S. has the power to fuel a transformation of the wealth planning industry, create social and financial issues that last for generations and spawn a golden age of philanthropy. Wealth transfer happens every day through the sale of real estate, business succession, and retirement and estate planning. This unprecedented wealth transfer comes at a time when consumers are more confused than ever about financial planning due to the sophistication of products available. This roundtable discussion focused on such issues as: How can the transfer of wealth best be administered and guided in a collaborative manner between CPAs, attorneys, wealth-transfer experts and other financial advisors? How can collaborative wealth planning help people best achieve their business, financial and philanthropic goals?
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