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AFO WEALTH MANAGEMENT FORWARD PODCAST

Episode 33

Vanguard - Intergenerational Wealth Transfer

Vanguard - Intergenerational Wealth Transfer

Rory and Mark are joined by Maria Quinn, a National Speaker and Senior Member of the Thought Leadership team in Vanguard Financial Advisor Services. Maria joined Vanguard in 2013 and has held a variety of roles serving Vanguard’s high-net-worth retail and financial advisor clients. In this podcast, Maria highlights the importance of establishing strong relationships and building trust with the clients and their families (spouse and children) to ensure the protection of assets while minimizing potential tax impacts in intergenerational wealth transfer. She also touches on the pending tax law changes, sharing her advice on what accounting firms can do in preparation. Listen to this podcast and find out what Maria has to say about intergenerational wealth transfer and don’t miss her explanation on how to get over public speaking fears, hint hint “Know thy Content and Know thy Audience.” Don’t miss this informative and engaging episode!

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