Heather Zack, JD, LLM, MSFP, CAP, Manager, Advanced Planning
It’s Time to Talk Differently About Charitable Planning with HNW Clients
Learn how to approach charitable giving conversations with HNW investors, so you can help them be strategic in their philanthropic efforts.
Strengthen Your Business with Financial Planning for Millennial Women
According to Boston Consulting Group, 70 percent of millennial women take the lead when making financial decisions. But are they making the right ones? Learn how you can support their financial future while growing your firm.
Elevating the Financial Security of Your Single Women Clients
Single clients have different financial planning needs than couples do—and this can be especially true for women.
What Do High-Net-Worth Women Want from Advisors?
What do high-net-worth women want from advisors? Take a closer look at this group's unique needs and expectations.
For Next-Gen Clients, This Retirement Savings Strategy Is Catching FIRE
The FIRE (Financial Independence, Retire Early) movement has gained traction in recent years, but it’s not for everyone. Understanding the pros and cons of this aggressive strategy can help position you for discussions with your next-gen clients.
Establishing Philanthropy as a Cornerstone of Your Practice
By helping clients realize their philanthropic goals, you can build deeper relationships with them, as well as with their families, friends, and network. You'll also have the chance to amplify your own spirit of generosity.