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SUMMARY:Karen Chen: SVP Wealth Management LPL Financial
DESCRIPTION:More Than an Inheritance: What the Great Wealth Transfer Reveals About Family\, Power\, and Purpose \nThe 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.
URL:https://sandiegorotary.club/event/karen-chen-svp-wealth-management-lpl-financial/
LOCATION:Liberty Station Conference Center\, 2600 Laning Road\, San Diego\, CA\, 92106\, United States
CATEGORIES:Weekly Programs
ATTACH;FMTTYPE=image/png:https://sandiegorotary.club/wp-content/uploads/2026/02/Karen-Chen.png
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