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


Cost:	FREE


Credit Offered:	No Credit Offered

Create Account

Recommended

Sunrise/Sunset: Estate Planning in Advance of the 2025 Sunset of the Tax Cuts and Jobs Act (TCJA)

Multiple Credits

$0.00 - $19.00

Women and Long-Term Care

Multiple Credits

$0.00 - $39.00

2023 Playbook Series #3, Session #1: Getting to Yes - The Art of Conversation and Client Conversion

1 NAPFA CE

$0.00 - $39.00

Redefining the Relationship Between RIA & Custodians

1 NAPFA CE

$0.00 - $19.00

2023 Playbook Series #1, Session #1: Measuring Client Satisfaction and Driving Referrals

1 NAPFA CE

$0.00 - $39.00

Finding Your Career Path – the Road to Success

1 NAPFA CE

$0.00 - $39.00

Tax Planning as a Year-Round Sport

Multiple Credits

$0.00 - $39.00

Conversations That Matter: Educating Clients about Non-Binding Letters of Wishes

1 NAPFA CE

$0.00 - $39.00