How to Prepare for Clients Going on Vacation
By Elaine Floyd, CFP ®
Horsesmouth Essential: While your clients are enjoying surf and sun, make sure their affairs are in order. Before they leave, go over everything from health insurance to a plan for financial emergencies.
IMPORTANT NOTICE
This material is provided exclusively for use by Horsesmouth members and is subject to Horsesmouth Terms & Conditions and applicable copyright laws. Unauthorized use, reproduction or distribution of this material is a violation of federal law and punishable by civil and criminal penalty. This material is furnished “as is” without warranty of any kind. Its accuracy and completeness is not guaranteed and all warranties express or implied are hereby excluded.
© 2024
Horsesmouth, LLC. All Rights Reserved.