Preparing for the Generational Wealth Shift
Join Brian Morgan, CFP® and Product Director of Financial Planning at Orion, as he delves into essential tools and strategies for effective estate planning. Learn how our innovative Estate Planning Workflows empower financial advisors and clients to navigate the complexities of intergenerational wealth transfer with ease.
Secure Your Legacy with Confidence
As older generations pass down assets worth an estimated $72 trillion over the next two decades, the importance of meticulous estate planning cannot be overstated. At Orion, we understand the significance of preserving your hard-earned wealth and ensuring a smooth transition to future generations.
What you'll discover:
- Insights on the $72 trillion wealth transfer phenomenon
- Practical tips for early and comprehensive estate planning
- Orion's state-of-the-art tools for building and maintaining relationships with heirs
- Expert guidance on passing assets to younger generations