The Great Wealth Handoff with JoAnne Martin
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The Great Wealth Handoff with JoAnne Martin
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Explore the growing impact of generational wealth transfer and what it means for Canadian families, homeowners and the next generation. The conversation will look beyond inheritance to explore how wealth is already being transferred through real estate, down-payment assistance, gifting and estate planning, while addressing the financial, tax and family considerations that come with it.
The goal is to help consumers start better conversations and make more informed decisions, while giving real estate professionals greater insight into the financial and family dynamics that may increasingly influence their clients’ real estate decisions.
Guest Info
JoAnne Martin, CFP, with Empowered Path Wealth Planning
Instagram: https://www.instagram.com/empoweredpathplanning/
Facebook: https://www.facebook.com/EmpoweredPathWealthPlanning/
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