Beyond Inheritance: Creating Space for Rising Generations to Thrive
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.
During this webcast, you’ll learn:
● 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 at Beacon Family Office at CI Assante Wealth Management Ltd.
Beacon Family Office at CI Assante Wealth Management Ltd.
Suite 519, 10333 Southport Road S.W.,
Calgary, AB T2W 3X6
