How ESG Can Bridge Next-Gen Wealth Transfer Conversations

$60, or complimentary with Signature or Elite benefits

Keyword(s) RBC Wealth Management, Angie O'Leary, Andrew Heald, Kimberly Shappee, Kent McClanahan, Investments, Wealth, On-Demand Recording, Next Generation, Wealth Transfer, ESG

According to some estimates, a massive amount of money is set to change hands over the next several years, peaking in 2030. Even before we reach that tipping point, Gen X and Millennials are projected to control just under 50% of the wealth in the US. But how they expect that wealth to be invested and put to work often contrasts with their parents’ and grandparents’ views.

Credit Information 1

Tag(s) Investments, Wealth, 1 hour: Institute certifications, On-Demand Recording, Elite (full access), Signature (up to 10)

Description

According to some estimates, a massive amount of money is set to change hands over the next several years, peaking in 2030. However, even before we reach that tipping point, Gen X and Millennials are projected to control just under 50% of the wealth in the US. But how they expect that wealth to be invested and put to work often contrasts with their parents’ and grandparents’ views – giving rise to frustration among some Next-Gen inheritors and sometimes a general apathy toward the wealth that will be entrusted to them.

In this session, advisors, wealth planners, and investment professionals will explore how the increasingly popular ESG investing, otherwise known as responsible investing, can bridge the gap between generations. Panelists will also provide ideas on what advisors can do to facilitate wealth transfer discussions successfully.

Speakers:

Angie O'Leary
Head of Wealth Planning, RBC Wealth Management–U.S.

Andrew Heald
First Vice President – Financial Advisor – RBC Wealth Management–U.S.

Kimberly Shappee
First Vice President - Financial Advisor, RBC Wealth Management–U.S.

Kent McClanahan, CFA^®
Vice President, Responsible Investing, Wealth Management Investments & Trading, RBC Wealth Management–U.S.

Premier Continuing Education (CE):

- 1 hour of CE credit for CIMA^®, CPWA^®, and RMA^®certifications

- Credit is automatically uploaded to your certification record(s) but can take up to 24 hours to be reflected

Expiration:

- One year from the date purchased