Balancing the Needs of Children, Parents and Yourself
This timely guide addresses the challenges faced by the more than 20 million baby boomers “sandwiched” between the competing financial needs of several generations. It positions financial advisors as a source of expert help in developing custom-tailored plans to meet these challenges. This proven marketing tool gives accountants, attorneys, insurers and financial planning professionals an effective way to build client relationships and increase awareness of ways they can be of service.
Membership organizations can use this guide as an incentive for joining or renewing, and employers will find it an effective way to help employees in this situation make ends meet.
Representative topics
- Powers of attorney
- Guardian selection
- Reverse mortgages
- Long-term care insurance
- Retirement planning
- Section 529 plans
- Estate planning
- Emotional factors
To order this guide — available in print or PDF electronic format — or for more information, contact us or call 800-227-0498.
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