Episode 72
How to Help Clients Age with Dignity
Human-centric Investing Podcast · Hartford Funds
May 19, 202221m 58s
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Show Notes
Clients sometimes feel they’re a burden to their children—especially when it comes to retirement planning. Patti Brennan discusses how financial professionals can lessen that burden and help open up communication and transparency within the family.
Patti Brennan is not affiliated with Hartford Funds