Wealth is more than assets; it carries identity, expectation, and emotion.

Families often hope to empower the next generation, yet too often the preparation is informal or incomplete. Whether it’s assigning roles without clarity, transferring wealth without guidance, or avoiding conversations altogether, the impact can be lasting: confusion, disconnection, and missed opportunities for growth.

In this Legacy Builders webcast, host Cory Gagnon welcomes Kristen Heaney and Vincent Valeri for a candid exploration of what rising generation readiness really requires. Through personal stories and professional insight, they’ll unpack the beliefs, behaviours, and conversations that shape successful wealth transitions.

In this webcast, we’ll explore:

● What gets in the way of preparing rising generations and what opens the door

● How identity, legacy, and money intertwine in complex, often unspoken ways

● Practical ways to build emotional readiness and shared understanding

● The mindsets and skills that foster wise, grounded leadership in the next generation

Featuring:

● Vincent Valerie, MBM, FEA – Managing Director at Valeri & Associates

● Kristen Heaney – Founder & Coach of In Three Generations, LLC.

● Cory Gagnon – Senior Wealth Advisor, Beacon Family Office at Assante Financial Management Ltd.

This program was prepared by Cory Gagnon who is a Senior Wealth Advisor with Assante Financial Management Ltd. This is not an official program of Assante Financial Management Ltd. and the statements and opinions expressed during this webcast do not necessarily those of Assante Financial Management Ltd. This show is intended for general information only and may not apply to all listeners or investors; please obtain professional financial advice or contact me at (403) 232 – 8378 or visit beaconfamilyoffice.com to discuss your particular circumstances prior to acting on the information presented.