Download - 103 Family conversations that should not be avoided (Sept 2016)

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Better conversations. Better outcomes. | Presented by BMO Global Asset Management

Business:Investing

103 Family conversations that should not be avoided (Sept 2016)

2020-04-15

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(Originally aired in September 2016). This episode centers around family conversations that should happen when investors are planning for their estates and legacy. In this episode, our guest is Dr. Amy D’Aprix , BMO Financial Group’s Life Transition Expert. She discusses properly approaching challenging conversations, enhanced estate planning, planning beyond the will, and the unique position of the financial advisor.

For full show notes and links mentioned in this episode, visit https://www.bmogam.com/us-en/advisors/news-and-insights/family-conversations-that-should-not-be-avoided/.