2022 CMA Differences Spreadsheet 2022 CMA Webinar Slides Slides Call Recording password = WCM_2022 Legacy Risk Tolerance Questionnaire Legacy Planning Questionnaire Legacy Portfolio Risk Tolerance 1-Pager CMA Swapping QRG
2022 CMA Differences Spreadsheet 2023 CMA Webinar Slides Slides Call Recording password = WCM_2022 Legacy Risk Tolerance Questionnaire Legacy Planning Questionnaire Legacy Portfolio Risk Tolerance 1-Pager CMA Swapping QRG
Wealthcare’s Held-Away Account Trading and Management PartnerGDX360® Capital Market Assumptions were updated on February 19, 2023. The initial CMA (used for the first ten years of the plan) has been updated but not the Normative CMA (used from plan year 11 and beyond). The inflation assumption remains at 2.85% for the next ten years since…
Wealthcare’s Held-Away Account Trading and Management PartnerGDX360® Capital Market Assumptions were updated on February 19, 2023. The initial CMA (used for the first ten years of the plan) has been updated but not the Normative CMA (used from plan year 11 and beyond). The inflation assumption remains at 2.85% for the next ten years since…
Scott and Samantha Sandwich Do you have a client that is part of the Sandwich Generation? Are they a Triple-Decker? What defines a member of the Sandwich Generation? It generally refers to middle aged adults with a living parent over the age 65 and who are are raising children under age 18. A triple-decker sandwich…
Sarah SingleSingle Female Case Study A LITTLE MORE ABOUT OUR SARAH……Sarah suddenly finds herself single after 25 years of marriage. She is now back in the job market after being a stay-a- home mom for almost 20 years. Her children, Sam and Sophia live with her now but will both be heading off to college…
Marc and Maria Millennial Case Study WORKING WITH MILLENNIAL CLIENTS LIKE MARC AND MARIA…… Even millennials with very few assets can benefit from working with a financial advisor. Time is an essential element to growing wealth and millennials can take advantage of the power of compounding if they focus on saving now. A good financial advisor can help…
Lisa and Leslie LGBTQ+ Financial Planning is not one size fits all. It is unique for every person, couple, and family. For LGBTQ+ clients it’s critical that they work with an advisor well-versed in the opportunities and challenges the community faces daily. This case study is is a way to educate yourself on the financial…
John and Susie Average Case Study(Pre-Retirees within 10-15 years of retirement) Investment Collateral Transition Report Hypothetical Performance Tax Alpha Report Transition Analysis TemplateFor questions on John and Susie Average Investment Collateral or how you can work with the Investment Consulting Group, email investmentconsulting@wealthcarecapital.com GDX360 Profile Collateral Client Questionnaire Client Experience Powerpoint Scenario ReportFor questions on…
Helen High New Worth Case Study Investment Collateral Transition Report Hypothetical Performance Tax Alpha Report Transition Analysis TemplateFor questions on Bill and Brenda Business Owner Investment Collateral or how you can work with the Investment Consulting Group, email investmentconsulting@wealthcarecapital.com GDX360 Profile Collateral Client Questionnaire Client Experience Powerpoint Scenario ReportFor questions on this case study or…