Putnam offers a wealth of resources to address all aspects of financial planning. Our investor education literature, seminars, videos, and tools can help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.
- Estate planning strategies shift with higher exemption levels
- Low-interest-rate environment can make some strategies more attractive
- $30T in wealth transfer creates opportunity
- Top strategies for advisors when heirs inherit wealth
- Social strategies for meeting the next generation
- Use family meetings for more effective wealth transfer