Practice Management

5 Financial Lessons Kids Won’t Learn in School 600 300 sgi@smithgroupinc.com

5 Financial Lessons Kids Won’t Learn in School

It’s never too early to start teaching your kids these financial concepts.

Estate Planning 101 700 350 sgi@smithgroupinc.com

Estate Planning 101

No matter how daunting a task estate planning seems to be, it’s something everyone needs to tackle. 

Aging with Dignity Resource Tools 300 150 sgi@smithgroupinc.com

Aging with Dignity Resource Tools

Shares these resources with your clients to learn about the possibilities for comfortable, independent retirement.

10-Question Retiree Guide 300 150 sgi@smithgroupinc.com

10-Question Retiree Guide

Get answers to 10 key questions about transitioning into and through retirement.

Connect with Your Clients 700 350 sgi@smithgroupinc.com

Connect with Your Clients

Access this online library of goals-based educational materials for more productive client conversations.

Which IRA is Right for You? 300 150 sgi@smithgroupinc.com

Which IRA is Right for You?

Determine which IRA is beset for you and how much you are able to contribute.

Building an Inclusive Practice 700 350 sgi@smithgroupinc.com

Building an Inclusive Practice

Diverse perspectives and an inclusive culture can lead to greater innovation, more effective decision-making, and better results for your business.

Cultural Competency 700 350 sgi@smithgroupinc.com

Cultural Competency

Why it’s key to your value proposition.

How to Approach Financial Uncertainty with Your Children 700 350 sgi@smithgroupinc.com

How to Approach Financial Uncertainty with Your Children

A few tips to help parents navigate any period of financial uncertainty.

Love & Legacy 700 350 sgi@smithgroupinc.com

Love & Legacy

Do children’s affections impact parents’ bequest intentions?