Over the next two decades, members of Gen X, millennials, and Gen Z are set to inherit trillions in assets from their baby boomer parents and grandparents. It’s called the Great Wealth Transfer — will you know how to navigate it?
Join UJA Wall Street for a panel about this historic shift of capital, how to properly manage inherited wealth, and how to maximize your philanthropic impact in the process. Enjoy light bites and drinks as you connect with fellow professionals and hear from industry leaders as they break down the latest trends, rules, and strategies. You’ll also discover the latest in how UJA is helping those in need and how thoughtful giving fuels that work.



