Social strategies to meet clients’ families
As trillions of dollars are expected to move from boomers to the next generation, advisors may consider using social strategies to meet the entire family.
Putnam Wealth Management
Preserving and sustaining wealth for the future
Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Planning Idea
Use LinkedIn to grow your IRA rollover business
Chris Hennessey shares several resources, such as the Worker Adjustment and Retraining Notification Act (WARN), to identify companies that are hiring and firing, and explains how to use LinkedIn...
