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Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina
Manage episode 361918340 series 3400544
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The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of priorities, objectives, concerns, and expectations. In this episode, Pamela Lucina, President of the Northern Trust Institute and Head of Trust and Advisory Practice, talks with Laura Gregg and David Partain about this demographic, and why …
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