[REPLAY] Helping Clients Talk Finances with Their Families from Athene

Recorded 02/20/2024

Join Rebecca Maxcy, Director of the UChicago Financial Education Initiative, who’ll share her unique approach and insights on how families can instill good financial habits in children of all ages. Having these important conversations can help you:

• Build trust and deepen client relationships
• Become the “go-to” expert with valuable financial knowledge
• Set the foundation for ongoing dialogue as children become adults