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Newsletter – March 2022

Introducing Our Updated Menu
Designed for Advisors

The WealthCAP HUB® content is now categorized into Playbooks for major transitions, life stages, themes and total net worth, making it simpler to see the total picture whether based on interest or your client’s unique situation. All of our wealth topics are still there – just rearranged for easier and faster identification and viewing of the most relevant information.
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Introducing: Favorites Feature

Create your personal content library with our new Favorites feature!

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They're never too busy to get together with family

The Family Meeting - What's the Purpose?

Regular family meetings can be instrumental for educating families about their wealth capitals, the challenges and risks associated, and putting a plan of action into place. If you’re meeting with your family clients to solely discuss quarterly performance, you’re missing big opportunities to support them in some of the most significant issues affecting them.
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Stem education. Girl creating robot at lab

What is a 529 Plan?

As many students are embarking on college visits for consideration, applying to schools or wrapping up the last semester of their senior year of High School, for families with younger children, these milestones arrive sooner than expected. Setting up a 529 Plan is a great way to alleviate some of the financial burden attributed to this next phase of education.
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Minimizing Your Digital Footprint: Taking Back Control of Your Information Online

During these unprecedented times it is important to continue to look for ways to protect yourself and your family. Guest contributor, Patrick Maegher of Novus Intelligence, educates Succession Advisors members on how to take back control of your digital footprint and minimize the risk of your personal and private information getting into the hands of bad actors.
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None of the content or services offered on or through the Website are, nor are intended to be, legal, tax, accounting, investment or other professional advice or a substitute for advice of an attorney, tax advisor, accountant, investment advisor or any other professional. You agree and acknowledge that the content and services offered on or through the Website are intended only as general information and is not intended to be, and should not be relied upon as, professional advice. If professional advice or other expert assistance is required, you should obtain the services of a competent, professional person, and not rely on information provided in the content or services as a substitute for such advice or assistance. No attorney-client relationship exists or shall be deemed to exist between you and the Company. The Company is not in the business of rendering personalized investment advice.

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