Putnam offers a wealth of resources to address all aspects of financial planning. Our investor education literature, seminars, videos, and tools can help you engage clients in meaningful conversations that can lead to useful solutions for them and business-building opportunities for you.
- Understanding the CARES Act and its implications for individuals and businesses (pdf)
- Asset protection: Basic principles and strategies for safeguarding your wealth (pdf)
- Asset Protection Checklist (pdf)
- Unique financial planning challenges face growing ranks of non-traditional households (pdf)
- Three key things to understand about Medicare (pdf)