Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina

The Flexible Advisor
28/04/2023 22 min
Ep 94: When Children Are Not Part of the Plan – With Pamela Lucina

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Episode Synopsis

The new generation of investors includes a growing and influential population: childless/child-free clients. They present a distinctly unique set of priorities, objectives, concerns, and expectations.  In this episode, Pamela Lucina, President of the Northern Trust Institute and Head of Trust and Advisory Practice, talks with Laura Gregg and David Partain about this demographic, and why …

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