An unprecedented wealth transfer will occur over the next two decades in which an estimated $124 trillion in assets — including cash, investments, real estate, businesses, and heirlooms — will pass from one generation to the next. Kathy Karlic, an accomplished financial investor, will discuss the most important steps in this transition, and what it means for you and your family.
Kathy will offer guidance that supports long-term financial success, and share insights on estate planning, investing, and financial document organization. You will leave with actionable strategies and a stronger sense of financial readiness. Learn how you can build a financial future for yourself and your family.
Some highlights that Kathy will discuss include:
Kathy Karlic has 40 years of experience in finance, as a skilled investor, philanthropist, board leader, and mentor. She served as Chief Investment Officer at GE Asset Management, where she managed more than $100 billion in assets. Kathy has been a trusted resource for practical financial guidance, and is known for making complex financial concepts clear and logical. She created Suddenly You, in 2025, a financial education platform dedicated to helping women build confidence, literacy, and long-term financial security. In 2010, she founded her nonprofit, Words & Warmth, to provide handcrafted items to children and families in urgent need.
You can check out her website, http://www.Suddenly-You.com, and read her weekly blogs.
