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Baby Boomers as a group are hitting critical age and health milestones, moving to deaccumulation and spending, leading in a sell-off of equities, real estate, and private businesses, and encountering significant health and long-term care costs.
How you engage boomers and their family members—caregivers, inheritors, decision makers, and wealth accumulators—will help shape the future growth of your business over the next ten years.
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If you would like to learn more or have questions on how to build these ideas into your practice please contact your Fidelity representative.