How I Cultivate CPA Relationships Using Social Security Workshops

AdvisorRadio Podcast for Financial Advisors by Horsesmouth

English - August 08, 2016 15:50 - 20 minutes - 9.45 MB - ★★★★ - 10 ratings
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This advisor uses the topic of Social Security to help investors and the CPAs they work with to prepare for the "back nine" of life, that being retirement and the distribution financial phase.