No credit card, no obligation Financial Professionals only
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Downsizing is a trend that may be with us for a long time. Help clients prepare for the possibility by shoring up their financials and establishing contingency plans in case the axe does fall.
Employment figures go up and down, affecting highly compensated employees just as much as lower-level workers. Here's how you can help the casualties among your ranks.
Your support—and a thoughtful personal note—is the most important thing you can offer a laid-off client.
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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