About the webinar
To create wealth that can stand the test of time and be passed down to future generations, you need to do more than just accumulate financial assets. This is why we are hosting a webinar to discuss proven ways of building wealth that will benefit you today and secure your future. In this webinar, we will cover the following three topics in detail:
- Challenges of building generational wealth:
Many parents work hard to accumulate assets, hoping to pass them down to their children. Unfortunately, this approach is unlikely to work in most cases. Studies show that an estimated 70% of generational wealth doesn't make it past the second generation, and 90% disappears by the third. During this session, we will discuss the common challenges that hinder the creation of lasting wealth that can span generations and the proven ways to overcome them.
- Assets that position you better for building wealth:
We will explore the types of assets that make up families' wealth across the income spectrum, and how you can start building wealth. You will learn about the different types of assets that are essential for creating wealth that can stand the test of time and how to acquire them. We will also discuss how to build a diversified investment portfolio that can help you achieve your financial goals while minimizing risk.
- Generational wealth and estate planning:
Building lasting wealth involves having a plan for its transfer and passing it down to the next generation. During this session, we will discuss the importance of estate planning and how it can help you preserve your wealth for future generations. You will learn about the different estate planning tools available, including trusts and wills, and how to use them effectively. We will also discuss the tax implications of wealth transfer and how to minimize them.
Your Instructor
Aaron W. Smith

Aaron Smith is an experienced financial advisor with 26 years of industry expertise. He holds a Bachelor of Arts degree in Sociology with a minor in Economics and a Master of Business Administration from the University of Richmond. Aaron is also a Certified Accredited Investment Fiduciary (AIF) recognized by the Centers for Fiduciary Studies. In addition to his academic and professional accomplishments, Aaron was a standout athlete, serving as a Running Back for the University of Richmond's football team. He is dedicated to helping individuals, entrepreneurs, and professional athletes achieve financial independence through prudent wealth management. Aaron prides himself on cultivating genuine connections with each client and is committed to helping them achieve their financial objectives.