The Great Wealth Transfer: Safeguarding Your Family’s Legacy

Date: 9th November 2023
Time: 7:30am - 9:00am
Location: HLB Mann Judd Perth
RSVP Date: 2nd November 2023
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At this breakfast event, HLB Wealth Financial Adviser Brendan Bate will look into the largest intergenerational wealth transfer in history which will impact thousands of Australians and their families, and will help attendees:

  • Explore the ‘Great Wealth Transfer’ and what it means for the unprecedented transfer of trillions of dollars in wealth across generations.
  • Understand generational differences, looking at the unique financial perspectives of Gen Z, Y, X, Boomers, and Builders.
  • Discover the impacts of the ‘6th Industrial Revolution,’ where digital, physical, biological, and environmental worlds converge, and explore the question of trusting intelligent robots with your finances.
  • Learn practical solutions for navigating this wealth transfer, from establishing Family Boards to help with succession planning, to equipping Millennials with the tools and knowledge needed for financial well-being.

This breakfast event will be useful for individuals and family members seeking to navigate the challenges of the ‘Great Wealth Transfer’, ensuring a secure and prosperous financial future for themselves and their loved ones.