[Audio] Retirement Planning, Beyond the Money

Focus Sessions (English)

SKU: 23MDRT-30A

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$14.00

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We do our best to help our clients prepare financially for retirement, but should we take it a step further to prepare them personally as well? Learn McNeely’s tips for helping your client build a personal retirement readiness plan in addition to their financial plan — and watch them live the retirement they always dreamed of as you strengthen your relationship with them.

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