"The Great Wealth Transfer" and common myths about protecting wealth

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Baby Boomers, born between 1946 and 1964, are currently the wealthiest generation on the planet. Over the coming years, the United States will witness one of the greatest transfers of wealth in history. By 2030, American women are expected to control much of the estimated $30 trillion in financial assets coming down from the Boomer generation. Here in NZ it stands to be $1.1 trillion. With the financial security of loved ones a very important consideration for many people, its vital that we navigate the process of transferring wealth in the right way.

Investment advisor Kristina Price will be discussing “The Great Wealth Transfer” and what this means for women, emphasing the importance of investing.

Gemma McDougall, Founder of Gem Legal, will discuss five common myths and misconceptions about protecting wealth.

This event is aimed both at parents looking to pass on wealth and at those who are expecting to receive an inheritance at some point in the future.

Both speakers are passionate about empowering women with more confidence and knowledge to become better investors and protect themselves and their families from life’s curve balls. Come along if this sounds like you!

Additional information

Gemma McDougall - Gem Legal 

Sometimes life surprises us and things don’t go as planned. Having measures in place to ensure everything and everyone that is important to you is protected is essential. That is where Gemma comes in. As a specialist lawyer in the area of Wills and Estate Planning, Gemma has seen what happens when people don’t get the right advice or if documents are not structured correctly or fail to include key considerations. Helping people to avoid these risks with documents that they can trust is Gemma’s specialty. Gem Legal is all about providing clients with peace of mind through education, advice and well-crafted bespoke documents.

Kristina Price - Craigs Investment Partners

Kristina is a Financial Adviser who provides investment advice at Craigs Investment Partners. She is passionate about helping her clients achieve their financial goals and grow their wealth.

Kristina joined Craigs 2 years ago but has worked in the financial advice industry for 7 years. Prior to Craigs she worked at BNZ and Jarden.

She Immigrated from England 11 years ago with her husband after finishing a Bachelor of Science at the University of Plymouth.

In addition to advising clients and managing their portfolios she leads a Women’s Wealth programme in Wellington, where free educational workshops are run to empower women with financial confidence and knowledge.

Event Information

WHEN | Monday, 24 June 2024 
TIME | 9:30am - 11:00am 
WHERE | Hutt Valley Chamber of Commerce, Level 3, 15 Daly Street, Lower Hutt 
COST | Chamber Members: $15.00 + GST, Non- Chamber Members: $20.00 + GST (All registration fees will be donated to Te Omanga Hospice).