Karen Chen: SVP Wealth Management LPL Financial
04 9, 2026 at 12:00 pm to 1:30 pm
More Than an Inheritance: What the Great Wealth Transfer Reveals About Family, Power, and Purpose
The Great Wealth Transfer is reshaping how families make financial decisions—often in unexpected ways. This talk explores the hidden dynamics, common risks, and the future of wealth behind one of the most significant economic shifts of our time.
