Three Things You Need To Know About “Out Of Pocket Medical Costs” In Retirement

Three Things You Need To Know About “Out Of Pocket Medical Costs” In Retirement

You’re trying to help the sixty-something clients plan for what they can anticipate spending for medical care in the future. You tell them about the average amounts a couple retiring at age 65 will need. The language seems fuzzy. Are you, the advisor, completely...
A Lurking Danger You Need To Warn Your Clients About

A Lurking Danger You Need To Warn Your Clients About

A Lurking Danger You Need To Warn Your Clients About There is nothing wrong with putting on a dinner or lunch for prospects while you give them a pitch about a product you like. But unfortunately, a free meal brings people out, especially older folks and they become...
Best Practices For Success With Family Meetings – CFP Approved Course

Best Practices For Success With Family Meetings – CFP Approved Course

“Best Practices For Success With Family Meetings” Register Now • More Information The family meeting is the bedrock of a successful intergenerational wealth transfer.  But how does the financial professional conduct these? What are the right ways and wrong ways to go...
Improving Intergenerational Wealth Transfers – CFP Approved Course

Improving Intergenerational Wealth Transfers – CFP Approved Course

“Improving Intergenerational Wealth Transfers” Register Now • More Information Summary of course: It’s pretty well known that intergenerational wealth transfers fail about 70% of the time. What makes the other 30% successful?  If you’d like to learn how you can help...

Financial Advisors: Will You Get Fired By Your Clients’ Adult Kids ?

With $30 trillion in wealth being transferred between generations now and over the next decades, advisors are missing a huge opportunity.  If you are fine with losing your chance to retain the next generation after your current clients transfer their wealth, do...