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You’ve prepared your client financially to retire, but it is a major life change that can present many challenges when the routines they operated under for decades are gone. Here are several ideas to help them fill their days with meaning.
Your clients may not be thinking about the healthcare costs they may face in their Golden Years. But healthcare costs are rising and can wreck retirement plans. Here are suggestions for helping your clients plan for future healthcare costs.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
March 23–26, 2026