The nation is on the brink of the largest intergenerational wealth transfer in history. With an estimated $84 trillion set to flow from baby boomers to younger generations the economic stakes have never been higher. Dubbed the Silver Tsunami, this demographic shift presents a once-in-a-generation opportunity to shape the future of small businesses, local economies, and community wealth.
For families and businesses across North Carolina, this is more than a financial story—it’s about preserving jobs, next generation business ownership, and cultivating local leadership. Small business succession planning is a critical piece of that puzzle. It’s not just about inheritance. The creation of economically resilient communities must include discussions about generational business planning and smart wealth management; tools that facilitate enterprise continuity and sustainable growth.
The Smart Wealth, Strong Legacy: Lessons in Wealth Building workshop is designed to meet this historic moment. The solutions-focused convening features thought leaders, business experts, and community development partners offering insights and actionable strategies to protect community assets, preserve jobs, and build strong local economies. Designed to provide hands-on guidance, sessions will go beyond estate logistics to explore the foundational pillars of economic resilience through wealth building, asset and land retention, and leadership continuity.
Seating is limited, so please Register Today to secure your spot.
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