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Help clients make the best of tough times by encouraging these thrifty habits.
How prepared are your clients to survive an economic slowdown?
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.
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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