No credit card, no obligation Financial Professionals only
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The most valuable type of financial advisor is the preemptive one who plans for unexpected financial costs and factors them into retirement planning scenarios.
Help clients think creatively about how to make their retirement dreams come true. Boats, vacation homes, and country clubs don't necessarily have to be casualties of a frugal retirement, so long as they're budgeted into the savings plan.
If your clients are feeling pessimistic about quality of life after retirement, help them dream a little bigger with this second dose of desirable yet attainable retirement ideas.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025