Assessing your housing needs

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Given the wide range of available housing choices, it is important to think about and financially prepare for the housing option that is right for your clients and their families. Created by Legg Mason, this guide highlights key areas of discussion, including: level of care, finances, happiness/comfort, caregiving support, neighborhood considerations, social support, and security.




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Events

Beyond coding: Behind the scenes of Fuse 2017

Fuse is a one-of-a-kind event where developers from various fintech firms come together and work towards a common goal. Although the nights are long, a ton of innovation comes out of the event, as everyone has a bit of fun along the way.

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Are Your Clients Prepared For Market Downturns?

Sponsored by Prudential

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Path to growth

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Find out which firm took the top slot for overall investor satisfaction for the second year in a row.

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