Unlocking the Great Wealth Transfer for Women

The largest wealth transfer in history is upon us. And someone has to do the paperwork! Overwhelmingly, that someone is the daughter, who take on hundreds of hours of financial and administrative work in the middle of grief. In this session, we’ll look at what a massive opportunity it is to modernize one of the most broken financial processes in the country. Getting estate settlement right could could unlock generational wealth for women in ways the industry has never prioritized.