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For retirement-age clients who've never done any real planning for this life stage, you can still salvage their financial future from disaster.
The Labor Department and CFP Board have teamed up to strengthen America's retirement savings. Part of their plan involves you.
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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