FPA Webinar Recording Available

“It took me a couple hours to listen to because the content was so valuable I had to keep pressing pause to type my notes!”  That was feedback for Susan’s recent FPA webinar, Preparing for Family Transitions.   In this session, Susan explained that advisors may see themselves as providing multi-generational planning, relatively few market themselves that way.

Click here to access the FPA’s recording of the webinar, and learn how to engage non-financial spouses and adult children of older clients, with the goal of preserving and growing assets.

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