• Endowment Vision - Episode 4: The Great Wealth Transfer: Secure Wealth, Shape Futures

  • Feb 15 2025
  • Length: 5 mins
  • Podcast

Endowment Vision - Episode 4: The Great Wealth Transfer: Secure Wealth, Shape Futures

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  • Summary

  • This episode of Endowment Vision with Professor Les unpacks the unprecedented $84 trillion wealth transfer set to occur over the next 30 years. Learn how tools like Charitable Remainder Trusts (CRTs) and Donor-Advised Funds (DAFs) can protect your assets, reduce taxes, and create meaningful legacies for your family and the causes you care about.

    Discover how the Theory of Social Secharity™ can transform this transfer into a force for financial stability and community empowerment.

    If this episode inspired you, visit Discovery664.com to enroll in the Ambassador Program. Gain access to practical strategies, expert training, and tools to secure your future while creating a lasting impact.

    #socialsecharity #wealthplanning #endowamerica
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