Vice President and Private Wealth Advisor Caroline Wetzel, CFP®, MBA, AWMA® was featured in @InvestmentNews on how the holidays can create opportunities for families to discuss finances and estate planning.

Caroline shared that initiating these conversations is often the hardest part for many families. Holiday gatherings offer a break from routine and allow people to focus on the future. She also described the advisor’s role as a neutral third party who guides clients through the process and helps them put their wishes into words.