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From health care to cars and roof repairs, retirement savings don't always fully consider all expenses.
When retirees run out of money, they need to rely on the kindness of family and strangers.
If you've segmented your book by client tier, you've only started to tap the business opportunities in it. Dive deeper into segmentation using these demographics to reveal your natural niches, your truly ideal client, and where you need to improve your marketing.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025