Wealth Transfer – Gudema Legacy Advisors

 Category Uncategorized

Webinar Today: Is the Great Wealth Transfer Finally Here?

September 14, 2021

If you missed my annual presentation of all of my key data points, I am...

 Tags Wealth Transfer

 Category Planned Giving Commentary, Uncategorized

Time to get your planned giving act together!

Baby boomers getting older…. The wealth transfer is coming…. Blah, blah, blah. The same old,...

 Tags baby boomers, boomers, estate tax, tax, Trump, Wealth Transfer

 Category Wealth Transfer

Watch Free Webinar on the Great Wealth Transfer

Check out this free webinar on the Great Wealth Transfer! (NOTE: the first minute...

 Tags baby boomers, Boston College, Center on Wealth and Philanthropy, Paul Schervish, planned giving, Wealth Transfer

 Category Uncategorized, Wealth Transfer

The Great Wealth Transfer Finally Here?

For years, I’ve been working on a powerpoint slide showing the tidal wave of the...

 Tags Center on Wealth and Philanthropy, giving usa, Schervish, VSE, Wealth Transfer

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