Date & Time: September 19, 2024 01:00 PM in Eastern Time (US and Canada)
Description: Following the Great Depression and World War II, the U.S. entered a golden age of business growth and personal prosperity. Americans have created, invested and multiplied unprecedented wealth. Much of this wealth is currently invested in family homes and farms, retirement accounts, and other appreciated assets.
By 2045, older Americans will pass down a projected $84 trillion to Millennial and Gen X heirs, with $16 trillion transferring by 2033; signaling what is commonly referred to as the Great Transfer of Wealth. What is the transfer of wealth?
What does it mean for South Jersey communities, and why should you care?
You’ll find answers to these questions and many more in our first session. Learn about the Transfer of Wealth Study findings commissioned by the Community Foundation of South Jersey highlighting our region’s tremendous opportunity and what we can do to use the transfer of wealth as a springboard to help our communities grow and thrive. The information in this study impacts all of us.
This is not an opportunity to fix things today. This is an opportunity to plan our futures. All are welcome to join us and learn how together we can do good for South Jersey, forever.
