The Family Money TalkPosted on
One of the most effective meetings you can have with your clients is a family meeting to discuss their retirement and estate planning with their adult children; but the timing has to be right. Real Wealth® is excited to bring to you and your clients Jessica Anderson to discuss The Family Money Talk you must have. Jessica gives some great tips and ideas on how to get the conversation started and what topics should be covered in that meeting.
This content is not compliance approved.
If this is a future program, please check back and it will be approved and available shortly. If this is a past program, it may have passed its approval expiration date.
Please fill out the 'request access' form so we can get it re-approved and make it available to you.