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 and gift planning strategies for year-end
- New IRS proposal could impact family-owned businesses
- Estate planning strategies shift with higher exemption levels
- Low-interest-rate environment can make some strategies more attractive
- Intergenerational wealth transfer opportunity
- How to connect with the next generation