Join NAIFA on Tuesday, September 22, 2026, from 12:00 to 1:00 p.m. Eastern for Wealth Transfer Planning: Protecting Your Legacy Beyond the Estate Plan, sponsored by the American Cancer Society National Professional Advisor Network. The webinar will explore why preserving wealth across generations requires more than simply having an estate plan in place.

Marguerita (Rita) Cheng, CFP, RICP, Chief Executive Officer at Blue Ocean Global Wealth, will lead a discussion on the common reasons family wealth is lost over time, including breakdowns in communication and trust. She will also explain how wealth transfer planning differs from traditional estate planning and what financial professionals can do to help clients prepare heirs for a successful transition.

Attendees will come away with practical ideas for creating more durable generational wealth plans, including strategies for improving family communication, structuring the transfer process, and incorporating charitable giving into a client’s broader legacy. Cheng will also discuss considerations for evaluating charitable organizations so clients can align their giving with the people, causes, and values that matter most to them.

For financial professionals helping clients think beyond documents and distributions, this session offers a broader look at how thoughtful planning can help wealth, values, and charitable intentions endure across generations.