Topics and Learning Objectives

Learn more about the ways wealth can be transferred.

After completing this sequence, learners will be able to:

  1. Define wealth transfer.
  2. List ways to transfer wealth as a gift.
  3. Describe how gifts can be made to support education expenses.
  4. Explain the basics of gifting investments.
  5. Identify potential tax implications of a wealth transfer.
  6. Develop a strategy for maximizing any new wealth.

Marketing Teaser

If you’re considering a transfer of wealth as part of your retirement or estate planning, it’s important to make sure you have a strategy in place. Understanding the different types of monetary gifts and they can affect the beneficiary will help you maximize your good intentions.

After taking this course you will be able to:

  • Understand ways to transfer wealth through gift giving
  • Maximize the benefit of a financial gift for both the giver and receiver
  • Understand potential tax implications for transfers of wealth

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Are you or someone you know considering a transfer of wealth as part of your retirement or estate planning? Maximize the benefits of financial gifts for both the giver and receiver: [LINK]


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Transfers of wealth can be a great windfall but can also have unforeseen tax implications. Do you understand the ins and outs of giving a financial gift? Take this quick course to learn how to put a strategy that will maximize the benefits of a wealth transfer for both the giver and receiver: [LINK]


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