Fidelity - Generational Wealth and Knowledge Transfer - Getting Started - Webinar - 12/2025.

"Passing the torch" from one generation to the next can be a daunting task. When large amounts of money or property are involved, it entails a huge fiduciary responsibility. Beyond wealth and property, issues involving the elders' retirement, health, and medical directives must also be addressed.

Moreover, the actual process of communication between parents and offspring - or other heirs - can be mentally and emotionally challenging.

In this pre-recorded webinar, experts from Fidelity Investments Inc discuss these issues and provide suggestions for getting the conversation started.
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Fidelity Investments is a one of the large traditional brokerage and financial services companies that serve public (retail) customers.

It provides custodian services for traditional stock market brokerage accounts, retirement accounts (401k's and IRA's), and employment equity accounts (ie a company's employee stock purchase plan and/or stock option plan).

It also provides financial services including financial advising, estate planning, and family trust management.

Fidelity has recently created the Center for Family Engagement and the Generations Project to help families address the challenge of communication between generations.
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#finance #wealthmanagement #estate #estateplanning #family #communication
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