11.6.2026
Family money conversations start at the holiday table, advisors say
Media ArticlesBy Caroline Wetzel
Family money conversations start at the holiday table, advisors say
Nov 06, 2026 Gregg Greenberg
InvestmentNews featured Vice President and Private Wealth Advisor Caroline Wetzel, CFP®, MBA, AWMA®. She explained how the holidays can help families discuss finances and estate planning.
She also described the advisor’s role as a neutral third party. Advisors guide clients through the process and help them put their wishes into words.
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