Transitioning Wealth to the Next Generation


A child's hands holding a small globe

Photo by merrvas/Fotolia


April 20, 2017


6:00 p.m. Reception
6:30 p.m. Program


RAND Corporation
1776 Main Street
Santa Monica, CA

Complimentary parking at RAND


Whether you are at the beginning or nearing the end of your career, charitable giving can benefit you today and maximize your impact on society for generations to come. We are pleased to invite you to the second program in our Generations@RAND series, interactive seminars about the financial issues many families are grappling with.

In this session, we'll focus on the “next generation”—those entering their prime earning years with growing responsibility to steward their family's finances. You will hear the latest research about saving for education, health care, retirement, and charitable giving. Come prepared to engage in a discussion about ways to talk about finances within families and the concept of generational philanthropy.

We hope you'll join us for this informational program hosted by RAND's Legacy Society. Its members have included RAND in their long-term plans as a beneficiary of their estate and trusts—an investment today to help make a better world tomorrow.

katherine carman, c0678

Katherine Carman

Economist, RAND Corporation; Director, RAND's Behavioral Finance Form; Professor, Pardee RAND Graduate School

Jean Y. Kim-Wall

Jean Y. Kim-Wall

Director, Strategic Wealth Advisory Group, Merrill Lynch

Register for this Program

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