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Here's a Deal: sign up for the Mentor e-mail list and receive any two articles to use with your clients. 

Marketing - Newsletters and Articles

An important aspect of the RIA's business is marketing to existing and potential clients. Providing those individuals with relevant financial, investment and planning information is a useful marketing technique. Mentor RIA Consulting offers a choice of newsletter topics each month on a subscription basis. These articles are designed primarily for use with clients and synopses of our articles appear below. 

For more details on the program or to make recommendations on additional topics which you would like Mentor to address, please Contact Us or e-mail us.

New and Recent Topics

Planning for Social Security

Impact of Sale of ESOP Business

Spend Down Strategies for Retirees

How to Successfully Change Your Tax Residence

Should You Pay Off Your Mortgage?

Considering Asset Protection Planning in Your Financial Plan

Working with Qualified Opportunity Funds

Addressing Family Conflicts in Estate Planning

Working with your Advisor: More than Just Investments

Succession Planning Down on the Farm

Planning Considerations for Unmarried Couples

Charitable Gifting as a Retirement Planning Strategy

Does Your Insurance and Estate Planning Work with Your Financial Plan?

Is a Gun Trust Right for You?

Does Your Financial Plan Work for You?

Six Things You Should Know about Your Power of Attorney

College Education and the Expected Family Contribution

Eight Ways Your Gifts May Go Astray

Investment Activity in Your IRA: Beware the Prohibitions

Five Mistakes to Avoid with your Revocable Trust

Is Your Spouse Protected if You Die Early?

A Primer on Pet Trusts and Planning

Additional articles available

Introduction to Family Limited Partnerships

Including Your Home in Your Wealth Plan

and many more

George Chamberlin & Mentor RIA Consulting © 2013-2020

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