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Planning for the Costs of Aging Clients
Gaining Perspective
English - October 02, 2019 16:00 - 26 minutes - 36.8 MB - ★★★★ - 18 ratingsInvesting Business News Business News bonds financialadvisor investing practicemanagement retirement stocks Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Two Opposing Views: Will the CFP Board Survive the WSJ Expose?
What should advisors do to protect their aging clients against fraud and abuse? How should advisors plan for client’s health care expenses? What factors can advisors change to better plan for long-term care costs? These and many other questions are answered by Carolyn McClanahan.