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How Wealth Transfer Changes Planning with Gene Farrell episode artwork

Oct 20, 2026 3 min

How Wealth Transfer Changes Planning with Gene Farrell

from Tech Fit Talks Hosted by Ethan Lockshin

Gene Farrell, President & CEO of Vanilla, joins host Ethan Lockshin to discuss how generational wealth transfer, expectations of advice, and AI may change estate planning. Follow Tech Fit Talks for more conversations about technology and the people behind the work: https://open.spotify.com/show/37mtGbna4fjdw92MjkQ9Pd

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How Wealth Transfer Changes Planning with Gene Farrell

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