About the Authors
Perserving and enhancing wealth for the future with financial-planning experts Bill Cass and Chris Hennessey
William Cass, CFP®
Director of Wealth Management Programs for Putnam. He speaks regularly throughout the country to groups of financial advisors and investors on a wide range of financial planning topics, focusing on areas such as effective retirement income strategies, tax legislation developments, personal risk management, and efficient wealth transfer.
Lawyer and CPA, Faculty Director, Babson College School of Executive Education, is a member of the Putnam Business Advisory Group. Chris has extensive consulting experience in finance, investments, taxes, and estate planning.
Life events can be an opportune time to connect with the next generation
When children inherit wealth from their parents, they may seek guidance elsewhere if they do not have a relationship with their parents' advisor.
Chris Hennessey is the Faculty Director of the Babson College School of Executive Education and member of the Putnam Investments Business Advisory Group. His opinions do not necessarily reflect those of Putnam Investments.