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Strategies to Facilitate Intergenerational Wealth Transfers
In this series, Vince and a line-up of industry experts discuss the nuances of retirement and leaving a legacy, with specific intergenerational wealth transfer strategies that work for advisors and their clients.
Host: Vince Scully
Featuring: Ruth Stringer, Emily Guy Birken, Eric Brotman, Les McGuire, Michael Bova, Grant Hackett, Felipe Araujo and Eric J. Weigel
Strategies to Facilitate Intergenerational Wealth Transfers #1
Ruth is a Lawyer and Director at MinterEllison, and Director at HUB24 Limited. She and Vince discuss the …
Strategies to Facilitate Intergenerational Wealth Transfers #2
Emily Guy Birken is an author Specialising in Personal Finance and Retirement, and Eric is CEO and Advisor …
Strategies to Facilitate Intergenerational Wealth Transfers #3
Les is the Managing Director at Future Proof Wealth, and Michael is the Founder and Managing Director at …
Strategies to Facilitate Intergenerational Wealth Transfers #4
Grant is the CEO and Managing Director at Generation Life, and Felipe is General Manager Sales, Marketing and …
Strategies to Facilitate Intergenerational Wealth Transfers #5
Eric is an Author, Certified Professional Retirement Coach and Founder of Retire With Possibilities. He and Vince round …
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