The Silent Shift of Wealth to Women
During a recent Learning Hour, Steve Sanduski, CFP® shares why women fire their advisors and solutions to retain them.
Dec 4, 2025
12:19 pm
Nov 6, 2025
11:11 am
The Great Wealth Transfer & Why It Matters
Steve Sanduski, CFP® discusses working with high-net-worth families and preparing for the Great Wealth Transfer.
Oct 17, 2025
9:24 am
Buy Experiences Not Possessions for Better ROL
Remind your audience that buying experiences can create happiness that sticks with us, reverberates with loved ones, and improves our lives.
Aug 22, 2025
9:55 am
Should You Buy or Build Your Dream Home?
These three questions can help clients clarify what home really means and how the journey to their next home could impact their lives.
Jul 25, 2025
10:25 am
Managing a Family Retreat Across Generations
Before incorporating a family retreat into their legacy plans, your audience should discuss these three points with their heirs and advisor.
Jun 27, 2025
9:21 am
Planning a Family Summer for ROL
These tips will help your audience create a family summer calendar that will give everyone something to do even when they're not busy.
Dec 13, 2024
9:38 am
When to Keep or Replace Family Traditions
Three signs that it might be time to retire or update old family traditions and start making new memories this holiday season.
Jun 28, 2024
10:15 am
Preparing Your Adult Children for Inherited Wealth
This six-part framework will help your audience work with their heirs on aligning inherited wealth with life satisfaction.
Feb 9, 2024
9:36 am
Develop Healthy Hobbies as a Family
Your audience can mix and match a few of these ideas to find some go-to family hobbies that will improve ROL rain or shine.
Dec 15, 2023
8:46 am
Longer Lifespans Require Planning for a High ROL in Retirement
Encourage your audience to start making purposeful investments in their lifespans to maximize their life in their 70s, 80s, and beyond.