FORUM Magazine – April 2017
How can group advisors best serve plan sponsors in an era of increased costs?
How can advisors respond to younger couple's resistance to setting up an estate plan?
Standard rules for not discussing current affairs have been thrown out the window.
TAX & ESTATE PLANNING
The Tax-Free Savings Account comes of age.
by Doug Carroll
Update on genetic testing bill S-201.
By Kevin Wark
Moving from trusted advisor to trusted family advisor.
By Bryce Sanders
Technology & Social Media
Why social media is here to stay.
By SYED RAZA
Leadership & Growth
How to grow into a more established producer.
By Pete Gillespie
Next issue: Landing BIG accounts.