Resource

Decade of Generational Wealth

Partner Insights from

Many families are facing profound change during the next decade. Baby boomers as a group are hitting critical age and health milestones, moving to deaccumulation and spending, selling off equities, real estate, and private businesses, and encountering significant health and long-term care costs. Learn more about how you can engage boomers and their family members—caregivers, inheritors, decision makers, and wealth accumulators—at this critical time

For reprint and licensing requests for this article, click here.
Customer Engagement Face the Change: Insights for Financial Advisors in an Evolving World
MORE FROM FINANCIAL PLANNING