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You've built your business around retirement planning—but recent research reveals that more and more boomers are simply not interested in retiring. Here's how to talk to aging clients about rethinking their golden years.
Are seniors a rare sight at your seminars? Use these four tips to improve your response rate and better target your marketing to elderly prospects.
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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