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November 2023 Issue: Preparing Your Clients for Ha ...
November 2023 Issue: Preparing Your Clients for Happiness in Retirement
NAPFA Advisor
Issue:
November 2023
Article Title:
Preparing Your Clients for Happiness in Retirement
Author:
Adam Felts
Summary
Availability:
On-Demand
Cost:
FREE
Credit Offered:
No Credit Offered
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November 2023 Issue: Preparing Your Clients for Happiness in Retirement Course List
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2023 Playbook Series #1, Session #1: Measuring Client Satisfaction and Driving Referrals
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Finding Your Career Path – the Road to Success
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Tax Planning as a Year-Round Sport
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Conversations That Matter: Educating Clients about Non-Binding Letters of Wishes
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