Across the next few decades, the older generations are set to pass down trillions to millennials and Generation Z. Join our free webinar to hear from Carissa Lucreziano, James G. Bilcox and Orlando Lopez about how they can best approach their inheritance and work with professionals to create and execute a smooth transition plan.
Carissa Lucreziano
Vice President Financial and Investment Advice at CIBC
James G. Bilcox, CFP®, FMA, PFP®
Financial Planner at Sun Life & President at Searchlight Financial Solutions Inc.
Orlando Lopez, CFP®, CIM®, CIWM
Investment Advisor at RBC Dominion Securities
