The U.S. is entering a significant period of money, property, and asset transfers between generations-often referred to as The Great American Wealth Transfer. For many, it's not about being rich-it's about ensuring what you've built is protected and passed on as intended. This session explains what the transfer means, common challenges, and practical steps to reduce conflict and plan with confidence. 

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Course Pre-requisites
(Membership required. Renew if expiration is prior to end of current registration term) OLLI Annual Membership

This course is not open for registrations.
This course has already occurred and/or is not available for registration until the Summer term opening on Tuesday, May 12 at 10:00 a.m.