The great wealth transfer is here but most families aren't ready

A historic $124 trillion is about to change hands, yet only half of wealthy parents feel prepared to pass it down, and just 25% think their heirs can handle it. The key to success isn't complex financial structures it's early conversations about values, family legacy, and documenting critical information your loved ones will need through tools like a Family Inventory. Start these discussions today to prevent confusion, conflict, and ensure your wealth creates lasting multi-generational impact. Read the article here.

$124 Trillion is about to change hands but 75% of wealthy parents think their kids aren't ready

Most inheritances vanish by the second generation because families avoid talking about wealth transfer until it's too late. The solution isn't complex—it's early conversations about family values, not just dollars, plus documenting key financial and health care information your loved ones will need in a crisis. Discover five strategies to start these discussions and ensure your legacy lasts. Read the article here.

Four ways to start the conversation about your financial future

Most New Year's resolutions don't make it past February, but there's one commitment worth keeping: starting the conversation about your financial future. In her latest Forbes Finance Council article, RBC Wealth Management’s Angie O’Leary explains why this matters now. With the largest wealth transfer in history underway and women positioned to lead this transition, the time for preparation is here.

2026 virtual call schedule

Contact us  to register & for more information.

Thursday, February 19, 12:00 p.m. (CT)

Global Insight monthly market with Kelly Bogdanova, Analyst PCG Research Portfolio at RBC Wealth Management

Thursday, March 19, 12 p.m. (CT)

Roth conversion strategies with Bill Ringham, Director, Private Wealth Strategies at RBC Wealth Management

Thursday, April 16, 12 p.m. (CT)

Money matters for young professionals with Vivian Frederick, Senior Financial Planning Consultant at RBC Wealth Management

Thursday, May 14, 12 p.m. (CT)

Social Security strategies with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, June 18, 12 p.m (CT)

Women in wealth with Vivian Frederick, Senior Financial Planning Consultant at RBC Wealth Management

Thursday, July 16, 12 p.m. (CT)

Beyond stocks and bonds: the world of alternatives with Thad Beller, Alternative Investment Consultant at RBC Wealth Management

Thursday, August 20, 12 p.m. (CT)

Navigating your Medicare with Griffin Geisler, Wealth Strategist at RBC Wealth Management

Thursday, September 17, 12 p.m. (CT)

Market outlook and insights with Janet Engels, VP & Head of Global Investments at RBC Wealth Management

Thursday, October 15, 12 p.m. (CT)

Charitable giving and donor-advised funds with Antoine Burrell, Trust Consultant at RBC Wealth Management

Wednesday, November 18, 12 p.m. (CT)

Year-end planning with Bill Ringham, Director, Private Wealth Strategies at RBC Wealth Management

Thursday, December 17, 12 p.m. (CT)

Borrow smart: lending strategies beyond the norm with Jon Scheriff, Wealth Management Banker at RBC Wealth Management

Key dates for tax form distribution

With the individual income tax filing season nearing, you may be searching for your tax documents. Take a look at the table below for estimated distribution dates.