2009 Planning Calendar for You and Your Clients
Feb 2, 2009
/
By Elaine Floyd, CFP ®
Keep yourself top-of-mind by giving clients a customized calendar that incorporates not only important tax and retirement dates, but also personal dates like birthdays, anniversaries, and other major milestones. Technology makes it easy to do, and your foresight will help keep clients focused on financial planning throughout the year.