How confident are your clients that they're truly prepared for what retirement may throw their way?
A massive amount of money is set to change hands over the next several years. Gen X and Millennials are projected to control just under 50% of the wealth in the U.S. In this webcast, RBC Wealth Management's Head of Wealth Planning Angie O'Leary and Vice President of Responsible Investing Kent McClanahan discuss strategies for how advisors can facilitate wealth transfer discussions.
A massive amount of money is set to change hands over the next several years. Gen X and Millennials are projected to control just under 50% of the wealth in the U.S. In this webcast, RBC Wealth Management's Head of Wealth Planning Angie O'Leary and Vice President of Responsible Investing Kent McClanahan discuss strategies for how advisors can facilitate wealth transfer discussions.
How confident are your clients that they're truly prepared for what retirement may throw their way?
