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Client Life Events
Asset Transfer and Legacy Planning
As you prepare for the greatest wealth transfer in history, deepening client relationships across generations will be essential to the long-term health of your business. Discover insights on family dynamics and a tool to help you develop a strategy for key clients.
Client Life Events
Special Needs Planning Checklist
This piece is approved to use with clients.
Confidently checking all of the boxes means individuals with special needs and caregivers can plan for a better future.
Client Life Events
Planning for Life's Big Moments
This presentation explains how to convey your value while helping clients navigate their life journey.
Client Life Events
Investor Education: Learn About Caring For an Elderly Parent
This piece is approved to use with clients.
This guide helps clients manage common eldercare challenges and become familiar with care options. It also includes a list of websites clients can use to make informed eldercare decisions.
Business Development
Integrating Social Media Into Your Digital Marketing Strategy
Learn how you can fit social into your marketing plan and use it effectively.
Retirement
From Assets to Income: A Goals-Based Approach to Retirement Spending
Understand Vanguard's approach to spending and saving in retirement without relying on guaranteed sources of income.