This documents works through the needs and pitfalls that clients typically experience when they reach the empty nester phase of their lives. There are some key conversations that can open up the client relationship for you. Baby boomers are known as the sandwich generation - many have ageing parents to care for at this stage and also deal with issues relating to having adult children live at home. There are financial implications that need to be addressed when this occurs. Research also indicates that advisers need to cater specifically to the needs of baby boomer women - either singles or widows who are in this stage of their lives.

This document is part of the starter pack. If you have purchased the starter pack you have access to this document.