Over the next two decades, households in the US alone are expected to pass down around $73 trillion to the younger generations, according to asset management consultancy Cerulli.  Despite the unprecedented shift in wealth and its expected implications, many households are heading toward this transfer without any concrete plan or direction.

In this informative 45-minute online session, Tim. Buggy plans to:

•       Define the Great Wealth Transfer
•       Bring issues you should be aware of to your attention
•       Provide you with efficient tax strategies to avoid larger tax consequences on your retirement savings

You’ve worked too hard to give any more of your money to the government!

Tim Buggy, CERTIFIED FINANCIAL PLANNER® professional and Retirement Planning Specialist, from the First Choice Advisors team will be presenting Your Great Wealth Transfer workshop to help you understand the impact of this significant shift of wealth and its effect on future generations.

Select one of two Zoom online sessions offered below:

Wednesday, August 12 at 12 p.m. ET

Thursday, August 13 at 4 p.m. ET

To attend, please RSVP to education@firstchoice-advisors, call (724) 766-7828, or complete the online registration form via the link below by Tuesday, August 11, 2026.

Can’t make the scheduled times? Register and we’ll make other arrangements to go over this material.

CERTIFIED FINANCIAL PLANNER Board of Standards Inc. owns the CFP® and CERTIFIED FINANCIAL PLANNERTM certification marks in the U.S., which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.

PPG-8314913.1 (8/25) (Exp. 8/29)