30: Three Tools Used to Transfer Wealth to Future Generations Presented by Keith Kelley, Retired Financial Analyst and CPA

As part of the CC: America E-FIT Series, Keith Kelley, Retired Financial Analyst and CPA, shared three tools used to transfer wealth to future generations. You may recall his special presentation on Dr. Martin Luther King Jr. Day discussing his perspective on why black net worth is significantly less than white net worth and what we can do personally to close the gap (episode 25) and more recently Three Asset Classes That People Use to Build Net Worth (episode 27). These nuggets of wisdom are meant to educate and inspire action which ultimately leads to transformation.

 

In less than 10 minutes, you will learn important tidbits and actions you can take to transfer your accumulated wealth to future generations. Thereby, providing opportunities and access to your family

 

This episode is 7 minutes well spent.

 

Disclaimer: This presentation is informational in nature only and is not meant to provide financial advice.

 

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