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Black Tax, Trust Funds

In this talk, we tell the story of intergenerational wealth works through a unique combination of data, analysis and the human narratives behind the story. We give you a real sense of how this phenomenon impacts us, and how big the gap is that we are trying to close.

Date: October 1, 2020

5:30 pm

The term "Black Tax" captures a mixed bag of emotions - a sense of responsibility, sometimes grudging yet unavoidable.

In this talk, we tell the story of intergenerational wealth works through a unique combination of data, analysis and the human narratives behind the story. We give you a real sense of how this phenomenon impacts us, and how big the gap is that we are trying to close.

We tackle strategies for how to cope with these responsibilities while still being able to enjoy the many things in life we want for ourselves. What are some the real practical mechanics that we can use to manage how we deal with it? How do you make it sustainable? How do we create progress?

The good news is that our generation also has access to a lot of tools and options that were previously not widely available - from having access to better education and skills, opportunities to create wealth, ways of investing it, and tools like trust funds which previous generations were simply not exposed to. How do we use these to change our story?

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