{"id":800656,"date":"2026-07-14T23:12:32","date_gmt":"2026-07-14T23:12:32","guid":{"rendered":"https:\/\/www.newsbeep.com\/au\/800656\/"},"modified":"2026-07-14T23:12:32","modified_gmt":"2026-07-14T23:12:32","slug":"virtual-event-what-you-need-to-know-about-the-great-wealth-transfer","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/au\/800656\/","title":{"rendered":"Virtual event: What you need to know about the \u2018Great Wealth Transfer\u2019"},"content":{"rendered":"<p>An estimated\u00a0<a href=\"https:\/\/www.cerulli.com\/press-releases\/cerulli-anticipates-84-trillion-in-wealth-transfers-through-2045\" data-link=\"native\" class=\"\" rel=\"nofollow noopener\" target=\"_blank\">$100+ trillion<\/a> is expected to transfer between generations in the United States over the next two decades, as Baby Boomers pass along their assets and the economy potentially reorients around a new generation.<\/p>\n<p>The Bay Area \u2014 with its high concentration of tech wealth and home equity \u2014 will be an epicenter of that transfer. Here it will unfold largely as the \u201cGreat Property Transfer,\u201d as families navigate how to plan around their greatest asset, prepare for long-term care and divvy up what\u2019s left.<\/p>\n<p>On July 29 at 12\u00a0p.m., join San Francisco Chronicle Personal Finance Columnist Jessica Roy, Gilfix &amp; La Poll Associates Partner and Attorney Mark Gilfix, Choreo Associates Senior Director of Wealth Management Robin Patin and Whealthcare Solutions\u00a0Founder &amp; CEO Chris Heye <a href=\"https:\/\/events.zoom.us\/ev\/AsJW7ipxqb-yT_IxRac2iOru5fXrjEjUrWtCW7A4qwNtGzneKKhK~AkebZxRiTuOXizSh29XOHS4dy63eW_rA4b96L53McWFp5nhhN7-eO91WPQ\" data-link=\"native\" class=\"\" rel=\"nofollow noopener\" target=\"_blank\">live on Zoom\u00a0for an expert conversation on the \u201cGreat Wealth Transfer\u201d<\/a> and what you need to know to manage financial risk and create a plan that works for your family.\u00a0<\/p>\n<p>At this free virtual event for Chronicle subscribers, you\u2019ll learn:<\/p>\n","protected":false},"excerpt":{"rendered":"An estimated\u00a0$100+ trillion is expected to transfer between generations in the United States over the next two decades,&hellip;\n","protected":false},"author":2,"featured_media":800657,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[64,63,99,186,184,185],"class_list":["post-800656","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-au","tag-australia","tag-business","tag-finance","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/800656","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/comments?post=800656"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/posts\/800656\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media\/800657"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/media?parent=800656"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/categories?post=800656"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/au\/wp-json\/wp\/v2\/tags?post=800656"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}