How To Incorporate Loved Ones’ Life Events Into Financial Strategies

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Loved ones’ life events can impact your clients’ financial planning. The Insights Panel explains how advisors can look ahead to these shifts to keep clients on track with their goals as priorities change. Speaking in this episode are J. Michael Collins, financial capability expert and Faculty Director of the Center for Financial Security at the University of Wisconsin–Madison, Susan Zimmerman, financial psychology expert and co-founder of Mindful Asset Planning, and Jamie Hopkins, advisor champion and Director of Retirement Research at Carson Wealth.

 

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