The Great Wealth Transfer, Part 1: From Boomers to Millennials (Ep. 141)

In this two-part series, Larry Heller, CFP®, CDFA®, offers a glimpse into the psyche of the baby boomers as they navigate this monumental transition of wealth to the millennials. Learn how you can prepare as Larry covers such topics as taxes, Roth conversions, estate planning, and the benefits of being diligent with your record-keeping. 

Watch the Video Version

Listen to the Audio Version