The Planning Opportunities Hidden in High-Net-Worth Conversations
For advisors working with high-net-worth clients, the item is positioned as a short guide to common planning questions in areas such as philanthropy and concentrated stock. It may be useful as meeting preparation grounded in the speaker's stated UHNW experience.
Summary
By the markets & outlook deskThis video features Tara Popernik, LPL's EVP of Wealth Planning, discussing planning questions that arise in high-net-worth client conversations. The description says she draws on 21 years of ultra-high-net-worth experience and covers topics from philanthropy to concentrated stock. It is framed as quick, practical takeaways for advisors to use in their next HNW client meeting.
- Features Tara Popernik, LPL's EVP of Wealth Planning.
- Draws on 21 years of ultra-high-net-worth experience.
- Addresses questions advisors ask most, including philanthropy and concentrated stock.
- Framed as quick, practical takeaways for HNW client meetings.
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