Broken Conversations: What Families Aren’t Saying About Inheritance

We’re on the brink of the largest wealth transfer in history — so, why aren’t families talking about it?

In this exclusive webinar, personal finance experts Kelley Keehn, CEO, Money Wise Institute, and Gary Teelucksingh, Co-Founder, Money Wise Institute, reveal the silent forces driving generational tension, financial uncertainty, and disrupted trust between parents, their heirs, and advisors.

1. What happens when parents aren’t confident their kids can handle wealth?
2. What if heirs are banking on money that may never come?
3. And what role should financial professionals play in fixing the communication gap?

Join us for a provocative conversation, moderated by Pablo Fuchs, editor of Globe Advisor at The Globe and Mail, as we explore early insights from a landmark 2025 survey on wealth transfer, inheritance expectations, guilt, loyalty, and the rise of AI and social media as financial influencers.

This session is a must-attend for:

✅ Advisors and financial planners navigating family dynamics
✅ Banks and wealth management firms seeking loyalty amid disruption
✅ Anyone caught between generations — personally or professionally

You’ll leave with:

• A preview of exclusive Money Wise Institute survey findings
• Conversation starters for the clients who aren’t talking yet
• A deeper understanding of how broken financial communication impacts loyalty, planning, and trust