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Guest Speakers: Noam Zion, Sr. Research Fellow and Educator at the Shalom Hartman Institute & Philippe J. Weil TEP, Author and Founding Principal of P.J.Weil Ltd.

Host: Jamie Traeger-Muney, Ph.D., Founding Principal of Wealth Legacy Group

Description: In this session, we will explore the challenge of intergenerational transfer of human capital and examine the Jewish tradition of writing ethical wills and its potential universal applications.

Handout: View here!

Purposeful Quote: "A son can bear with equanimity the loss of his father, but the loss of inheritance may drive him to despair". - Niccolo Machiavelli