As trillions of dollars change hands, the Great Wealth Transfer is creating ripple effects that extend far beyond financial planning alone. Join this discussion with respected thought leaders as we unpack new data and real-world perspectives on how families experience wealth transfer in practice. From emotional decision-making to overlooked moments of vulnerability, this session will highlight what's emerging now and what it means for advisors, employers, and institutions supporting families through change.

In this webinar, we’ll explore:

• New data from Empathy's upcoming research report

• The emotional drivers behind key financial choices and outcomes

• Overlooked moments of vulnerability across the transfer journey

• Practical implications for advisors, employers, and institutions supporting families through change

This is a chance to step back from the headlines and engage with the realities shaping trust, outcomes, and long-term relationships.