Read each multiple-choice question and select the best answer.
Legacy assets (what gets left behind)
Potential long-term care events
Asset allocation
Who a client plans to name as their executor.
How a client defines success in retirement.
What is a client’s purpose in retirement?
The emotional side is not our problem. Leave that to psychologists.
Help families put in place a password keeper so they will have access to all accounts and subscriptions.
Don’t involve other advisors in decisions, it just complicates decisions.