Program Overview New risks emerge when clients transition from the workforce to retirement. Financial buffers that existed from employer-sponsored plans are no longer accessible. Clients must make broadly irreversible decisions that impact their income for the rest of their lives. Risks that clients didn’t have to plan for while they earned an income are now [...]
This article appeared in the May 2018 Journal of Financial Service Professionals.
Program Overview Do you know what your clients with a family-owned business need…or want? So often, family business owners spend all their time, profits, and energy building the business, but have not considered their own exit plans, retirement, or worst case scenarios. And sometimes their needs are more complex than those of other business owners. [...]
This article appeared in the January 2018 Journal of Financial Service Professionals.