Over the next two decades, an estimated $72 -$84 trillion in assets will be inherited by members of Generation X, millennials, and Gen Z from baby boomers, representing the greatest wealth transfer in U.S. history. As the saying goes, “Those who fail to plan, plan to fail.” The importance of succession planning during this time cannot be overstated. U.S. Bank and NCGrowth have joined forces to equip small business owners and ecosystem builders with the tools needed to facilitate one of the most significant multigenerational wealth transfers in history.
We cordially invite you to join us for a special workshop on succession planning, exploring topics related to wealth building, land loss prevention and preservation, leadership succession, and more!
Succession Planning Workshop – Lessons in Building Wealth
Grimes Lounge at Johnson C. Smith University
Charlotte, North Carolina
September 12, 2024 | 8:00 AM – 2:00 PM
This workshop aims to provide valuable insights and strategies to help you navigate the complexities of succession planning and ensure a successful transfer of wealth for future generations! Seating is limited, so please RSVP by September 9 to secure your spot. We look forward to your presence and the opportunity to empower you with the knowledge and resources necessary for creating a prosperous future.
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