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Easing a Wealthy Client Into an Estate Plan - WSJ

www.wsj.com
Adviser Lisa Colletti's client was reluctant to embrace creating an estate plan. So she started with simple, small steps.

7 tips for women about to retire

eu.usatoday.com
It's well known among financial planners and retirement experts that women looking to retire face a unique site of issues that can be quite different from a man

How an adviser advises her own parents - MarketWatch

www.marketwatch.com
“What if our savings go to zero?” What’s a kid to say? RetireMentor Lisa Colletti lands her parents as clients.

(PDF) Teaching students to break bad news | Lisa Colletti and David...

www.academia.edu
Physicians typically learn to communicate bad news to patients through trial and error or observation of more senior physicians. To give medical students...
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