Moderator: Anne Hartnett, Founder & Managing Partner of Seattle Agent Magazine

The Baby Boomer generation (born 1946–1964) represents a significant portion of the U.S. population. Many are transitioning out of the workforce and entering retirement, leading to increased demand for healthcare, second home and senior housing, and retirement services. It is estimated that Baby Boomers will pass down over $90 trillion in wealth to younger generations (Gen X and Millennials) by 2045. This is the largest wealth transfer in U.S. history, with a ripple effect, both opportunities and challenges, in the financial markets, healthcare, and housing with a rising need for proactive tax deferral strategies to minimize liabilities and an influence estate planning to address intergenerational wealth transitions effectively. Learn from this expert panel of financial advisors, estate planners, and tax professionals to help navigate these sweeping changes. This is a paradigm shift that you can bank on!

Featuring:

Moderator | Anne Hartnett Founder & Managing Partner - Seattle Agent Magazine

Kurt Owen - UBS Wealth Management

Tyler Kowal - Pitch CPA