April 23, 2025
Webinar: Protect The Nest
Shield your clients and your practice from the new intergenerational threat
1pm ET on Tuesday May 13, 2025
Many clients are quietly supporting aging parents and adult children, and it’s costing them more than they realize. Join this webinar to see how this dynamic could be putting your practice at risk and what to do about it. You’ll walk away with actionable strategies to help your clients support their family without depleting their wealth—and position yourself as the go-to advisor for multi-generational planning.
Author
NCM Team
NCM is made for advice. We’ve been creatively solving the issues facing financial advisors and their clients since 1999.