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The Use of Financial Planning in the Affluent Market
Pub. Type: 
Your Price: $49.95
There is a growing incidence of financial plans among the affluent as well as increasing usage of financial planners. Part of this trend stems from the change in goals these households are undergoing; wealth accumulation isn’t the only goal, now its wealth preservation and transfer. This shift among others as the Baby Boomers start to retire will trigger a slew of new investing and planning considerations. How can you help your clients plan for the future?
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