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The $124 Trillion generational wealth transfer is already underway

The $124 Trillion generational wealth transfer is already underway

The $124 Trillion generational wealth transfer is already underway

The $124 Trillion generational wealth transfer is already underway

The Art and Science of Business Succession and Estate Planning

The Art and Science of Business Succession and Estate Planning

The Art and Science of Business Succession and Estate Planning

  • Explore why structured succession planning is especially important in today’s business and economic environment.


  • Understand how owner motives and successor readiness impact transition success.


  • Discover practical steps advisors can use to start and guide effective planning conversations.

00:00:00:00

January 21st, 2026

January 21st, 2026

4PM - ET

Accepted for 1 CFP / IWI CE Credit

Accepted for 1 CFP / IWI CE Credit

Host

Garrett D’Alessandro

Garrett D’Alessandro

CEO, Co-CIO
Sandro Wealth

CEO, Co-CIO
Sandro Wealth

Invited

Joseph Strazzeri, Esq.

Joseph Strazzeri, Esq.

Counselor and Attorney at Law, Co-Founder
Strazzeri Mancini LLP

Counselor and Attorney at Law, Co-Founder
Strazzeri Mancini LLP

Check out our 3 preview videos before our webinar

The Motive Behind Wealth Conversations

Built to Partner: Choreographing Advisor-Client Relationships

Level Five Curiosity: Outward Mindset

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© 2025 Sandro Wealth. All rights reserved.

DESIGNED BY SYRENS

This website is for general informational purposes only. The content provided is not intended as investment, legal, or tax advice, and it does not constitute an offer to buy or sell any financial product. Investment decisions should be made in consultation with a qualified financial or tax adviser. Past performance is not a guarantee of future results. Investments carry risk, including the potential loss of principal. This includes risks tied to market conditions, political or regulatory changes, currency fluctuations, and interest rate movements. Any opinions or information expressed are current as of the date published and may change with market conditions. While information presented is believed to be reliable, Sandro Wealth does not guarantee its accuracy or completeness. Sandro Wealth Management is an independent investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. You can learn more about our firm, including services, fees, and investment approach, by reviewing our Firm ADV Part 2a.

LINKEDIN

MENU

Home

Advisors

Clients

About

Insights

DISCLOSURES

Privacy Policy

ADV/CRS

© 2025 Sandro Wealth. All rights reserved.

DESIGNED BY SYRENS

This website is for general informational purposes only. The content provided is not intended as investment, legal, or tax advice, and it does not constitute an offer to buy or sell any financial product. Investment decisions should be made in consultation with a qualified financial or tax adviser. Past performance is not a guarantee of future results. Investments carry risk, including the potential loss of principal. This includes risks tied to market conditions, political or regulatory changes, currency fluctuations, and interest rate movements. Any opinions or information expressed are current as of the date published and may change with market conditions. While information presented is believed to be reliable, Sandro Wealth does not guarantee its accuracy or completeness. Sandro Wealth Management is an independent investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. You can learn more about our firm, including services, fees, and investment approach, by reviewing our Firm ADV Part 2a.

LINKEDIN

MENU

Home

Advisors

Clients

About

Insights

DISCLOSURES

Privacy Policy

ADV/CRS

© 2025 Sandro Wealth. All rights reserved.

DESIGNED BY SYRENS

This website is for general informational purposes only. The content provided is not intended as investment, legal, or tax advice, and it does not constitute an offer to buy or sell any financial product. Investment decisions should be made in consultation with a qualified financial or tax adviser. Past performance is not a guarantee of future results. Investments carry risk, including the potential loss of principal. This includes risks tied to market conditions, political or regulatory changes, currency fluctuations, and interest rate movements. Any opinions or information expressed are current as of the date published and may change with market conditions. While information presented is believed to be reliable, Sandro Wealth does not guarantee its accuracy or completeness. Sandro Wealth Management is an independent investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training. You can learn more about our firm, including services, fees, and investment approach, by reviewing our Firm ADV Part 2a.