Health Care Is An Essential Element of Wealth Care

Enterprising Investor

English - April 28, 2016 12:32 - 5 minutes - 3.8 MB - ★★★★ - 50 ratings
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In Episode #282, Carolyn McClanahan, a physician and founder of Life Planning Partners, tells CFA Institute why it is essential that financial advisers talk to their clients about their health and then walks us through the components of a health care discussion.