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  1. Beatrice Paez
    Help newlywed couples confront difficult issues and make them feel secure in their future
  2. Beatrice Paez
    Many young clients are as interested in a company’s community engagement as they are in returns
  3. Beatrice Paez
    Before you start branding yourself as “green” or “RI,” take the time to learn about the issues
  4. Beatrice Paez
    To engage young clients in the financial planning process, you need to tweak your approach
  5. Peter Drake
    In part 3 of our series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses how kids’ expectations of wealth transfer are becoming increasingly unrealistic. He gives tips on how to broker communication between parents and the next generation about inheritance and retirement planning.
  6. Peter Drake
    In part two of a three-part series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, discusses how to manage financial planning and family dynamics between the death of the first and second spouses.
  7. Dwarka Lakhan
    Build relationships with the next generations of clients
  8. Peter Drake
    In part one of a three-part series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on how to help clients balance funding their own retirement with their desire to help the next generation with skyrocketing real estate and education costs.
  9. Dwarka Lakhan
    The features of permanent insurance may make it worth the higher cost
  10. Dwarka Lakhan
    Keep your clients focused on their long-term goals