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The Great Wealth Transfer & the Business Banking Shakeup

by Kirsten Longnecker | Aug 19, 2025 | Articles, Blog, Business, From the Field, Frontpage, Marketing, News, Press, Uncategorized

When $84 trillion changes generational hands, many of whom are small business owners, will your financial institution be ready to help? $84.4 trillion of generational wealth is not a hypothetical. It’s the forecasted amount of wealth moving from Boomers to Millennials...

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The Great Wealth Transfer & the Business Banking Shakeup

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