The Financial Conversations Your Family Should Have

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A Guidebook for the Sandwich Generation

Talking to your family about money is a key part of financial planning, although it can be a difficult topic to address. The generation that has most responsibility when it comes to initiating financial conversations with family members is the one “sandwiched” between their children and aging parents that both require their assistance, while still having to plan their own financial future during their peak earning years. So where do you start?

In this guide, you'll:

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Learn the importance of talking to your family about their financial situation
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Find conversation starters anyone can use to talk to their partners, parents, or children
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Walk away with a financial planning checklist to help you consolidate all of your financial information
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Learn how Manning & Napier can help you and your family create a comprehensive financial plan

Guidebook Download

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