The Great Wealth Transfer: Expectations, Emotions, and How Consumers are Preparing for What’s Next

One of the largest shifts in consumer wealth in modern history is already underway. Known as “The Great Wealth Transfer,” this shift will see trillions of dollars pass from older generations to their heirs over four decades (2010s–2048). But a new independent study from M/A/R/C® Research shows that the shift is about much more than dollars. Some of these findings will be shared in a webinar: The Great Wealth Transfer: Expectations, Emotions, and How Consumers are Preparing for What’s Next, which will explore the feelings, readiness, concerns, and guidance needs of future inheritance givers and receivers. While the study highlights several opportunities for financial institutions, the implications extend beyond financial services. Businesses across industries are grappling with a consumer landscape shaped by changing family dynamics, shifting wealth, and evolving attitudes toward financial security. The organizations who succeed will be those that recognize both the emotional and practical realities of the Great Wealth Transfer and create solutions that help people move forward with greater clarity, confidence, and preparedness.

Join us Sept 30 at Noon EST, as Brad Seipel, EVP at M/A/R/C Research, shares how businesses can play a meaningful role in helping consumers navigate this pivotal life event.

Register here: https://horowitzresearch.zoom.us/webinar/register/WN_XQN7sVzWTzqCK8RP8NUckg#/registration

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