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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This episode was published on October 20, 2026.
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