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May 6, 2009 12:12 PM

Advising the Wealthy: It's a Whole New Game



The financial crisis has proven many of the underlying assumptions of wealth planning wrong. Clients are shaken.

What should advisors be discussing with clients these days?
Better yet: How can advisors actually help clients now?

Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist
Mike Jones. Hear what they have to say.

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Podcasts

Advising the Wealthy: It's a Whole New Game

Charlie Ratner talks with estate-planning expert Lou Harrison, investment guru Michael Lewitt and retirement benefits specialist Mike Jones. Register for this timely podcast......

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