BEGIN:VCALENDAR VERSION:2.0 PRODID:-//ChamberMaster//Event Calendar 2.0//EN METHOD:PUBLISH X-PUBLISHED-TTL:P1H REFRESH-INTERVAL:P1H CALSCALE:GREGORIAN BEGIN:VTIMEZONE TZID:America/Chicago BEGIN:DAYLIGHT RRULE:FREQ=YEARLY;BYMONTH=3;BYDAY=2SU DTSTART:20070101T000000 TZOFFSETFROM:-0600 TZOFFSETTO:-0500 TZNAME:Central Daylight Time END:DAYLIGHT BEGIN:STANDARD RRULE:FREQ=YEARLY;BYMONTH=11;BYDAY=1SU DTSTART:20070101T000000 TZOFFSETFROM:-0500 TZOFFSETTO:-0600 TZNAME:Central Standard Time END:STANDARD END:VTIMEZONE BEGIN:VEVENT DTSTART;TZID=America/Chicago:20250909T160000 DTEND;TZID=America/Chicago:20250909T180000 X-MICROSOFT-CDO-ALLDAYEVENT:FALSE SUMMARY:The Great Wealth Transfer DESCRIPTION:Discover what the Great Wealth Transfer means for you\, your clients\, your practice\, and your community.Over the next 20 years\, trillions of dollars will change hands as wealth is passed from one generation to the next. This moment known as the Great Wealth Transfer presents a once-in-a-lifetime opportunity to shape the future of our region.We invite financial professionals and individuals to a valuable evening of learning\, conversation\, and connection. This event is designed to help you explore how thoughtful charitable giving can benefit families and the communities they care about.You'll hear from rural sociologist Ben Winchester on the scale of this transfer and the transformative opportunities it presents for communities like ours\, explore how individuals and families can create lasting local impact through legacy planning and charitable giving\, and gain real-world tools and insights from legal\, accounting\, and financial experts to support meaningful\, tax-wise giving.This session will help:Financial professionals gain tools to lead legacy conversations and strengthen client relationships.Individuals and families explore values-based giving that creates lasting local impact.All attendees understand how to partner with community foundations for strategic\, community-focused philanthropy.Agenda4 p.m. | Welcome & Introduction4:15 4:45 p.m. | Ben Winchester\, Research Fellow\, University of Minnesota Extension\nTopic: Great Wealth Transfer & Charitable Impact Potential in Community4:45 5:15 p.m. | Panel: From Our Experts Turning Insight Into Action\nHow to use this information to guide charitable giving that lifts communities.Janel Fredericksen\, Estate Attorney\, Smith & StregeKyle Wesely\, CPA\, Managing Shareholder\, Wesely & Wesely CPAsTim Stauffer\, Regional Vice President of Retirement Strategies\, Prudential5:15 6 p.m. | Q&A and One-on-One Conversations\nConnect directly with our panel of experts. Guests are encouraged to bring questions for tailored guidance.Refreshments and appetizers provided.Come as a team. Leave inspired.\nSpace is limited\, so RSVP today for you and your clients\, family members\, or guests who are interested in the future of their wealth and their community.RSVP -- https://wcif.org/event/the-great-wealth-transfer/ X-ALT-DESC;FMTTYPE=text/html:

Discover what the Great Wealth Transfer means&mdash\;for you\,  \;your clients\, your practice\, and your community.

Over the next 20 years\, trillions of dollars will change hands as wealth is passed from one generation to the next. This moment&mdash\;known as the \;Great Wealth Transfer&mdash\;presents a once-in-a-lifetime opportunity to shape the future of our region.

We invite financial professionals and individuals to a valuable evening of learning\, conversation\, and connection. This event is designed to help you explore how thoughtful charitable giving can benefit families and the communities they care about.

You&rsquo\;ll hear from rural sociologist \;Ben Winchester on the scale of this transfer and the transformative opportunities it presents for communities like ours\, explore how individuals and families can create lasting local impact through legacy planning and charitable giving\, and gain real-world tools and insights from legal\, accounting\, and financial experts to support meaningful\, tax-wise giving.

This session will help:

Agenda

4 p.m. \;| \;Welcome &\; Introduction

4:15 &ndash\; 4:45 p.m. \;| \;Ben Winchester\, \;Research Fellow\, University of Minnesota Extension
Topic: Great Wealth Transfer &\; Charitable Impact Potential in Community

4:45 &ndash\; 5:15 p.m. \;| \;Panel: From Our Experts &ndash\; Turning Insight Into Action
How to use this information to guide charitable giving that lifts communities.

5:15 &ndash\; 6 p.m. \;| \;Q&\;A and One-on-One Conversations
Connect directly with our panel of experts. Guests are encouraged to bring questions for tailored guidance.

Refreshments and appetizers provided.

Come as a team. Leave inspired.
Space is limited\, so RSVP today for you and your clients\, family members\, or guests who are interested in the future of their wealth and their community.

RSVP -- \;https://wcif.org/event/the-great-wealth-transfer/

LOCATION:1000 Western Ave Fergus Falls MN 56537 UID:e.4258.1258055 SEQUENCE:3 DTSTAMP:20260817T174333Z URL:https://elevateperhamhealth.growthzoneapp.com/eventcalendar/Details/the-great-wealth-transfer-1472425?sourceTypeId=Hub END:VEVENT END:VCALENDAR