2009 Planning Calendar for You and Your Clients

Feb 2, 2009 / By Elaine Floyd, CFP®
Print AAA
Add to My Archive
My Folder

My Notes
Save
Keep yourself top-of-mind by giving clients a customized calendar that incorporates not only important tax and retirement dates, but also personal dates like birthdays, anniversaries, and other major milestones. Technology makes it easy to do, and your foresight will help keep clients focused on financial planning throughout the year.

Read the Full Article Now
Take a 60-Day Free Trial

No credit card, no obligation
Financial Professionals only

Already a Horsesmouth member?

Member Login

IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.

© 2024 Horsesmouth, LLC. All Rights Reserved.