Discussing Retirement Planning with Your Clients – Video
Posted: August 11, 2013 at 9:50 pm
Discussing Retirement Planning with Your Clients
Todd Grizzle, CFA, with Fiduciary Advisors, Inc. discusses key points to cover when talking about retirement planning with your clients.
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MissouriSocietyofCPAGo here to see the original:
Discussing Retirement Planning with Your Clients - Video
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