TITLE

The Psychological Education of an Estate Planner

AUTHOR(S)
Gallo, Jon J.
PUB. DATE
May 2001
SOURCE
Journal of Financial Planning;May2001, Vol. 14 Issue 5, p38
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
Explores how psychological insights can help financial planners serve their clients in estate planning. Information on a three-dimensional model of money relationships; Discussion on the psychological impact of sudden wealth; Stressful events that could happen to a client.
ACCESSION #
4459888

 

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