May 11, 2021 – Digital Estate Plans: Why you Need one and How to Make one

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12:00 pm November 9, 2021 – The Intergene... @ Virtual

November 9, 2021 – The Intergene... @ Virtual

Nov 9 @ 12:00 pm – 1:00 pm

The Intergenerational Wealth Transfer: Disruption, Protection, and Profit Chris Heldman and Kevin Matthes November 9, 2021 CEO of Legacy Leaders, Chris Heldman, will be discussing why and how the Intergenerational Wealth Transfer has the potential to massively disrupt current giving at the institutional level. Organizations are already being impacted, with some non-profits losing millions of[...]

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