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New demands on boomers pressure legacy and retirement plans- Peter Drake

FinalytixBest Practice New demands on boomers pressure legacy and retirement plans- Peter Drake

New demands on boomers pressure legacy and retirement plans- Peter Drake

Peter Drake

New demands on boomers pressure legacy and retirement plans

Interview of Peter Drake |
In part one of a three-part series, “Fresh perspectives on estate planning,” Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on how to help clients balance funding their own retirement with their desire to help the next generation with skyrocketing real estate and education costs.
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