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Event Date Thu Jan 13 EST (16 days ago)
Location Webinar
Region Americas

A massive amount of money is set to change hands over the next several years, peaking in 2030, according to some estimates. 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 successfully facilitate wealth transfer discussions.


2022 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.

Sponsors & Partners

2022 Sponsor

• RBC Wealth Management