Friday, October 22, 2021 from 11:50 AM to 1:30 PM PDT
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Tonia Forbus
Financial Planning Association of Silicon Valley

Taking the Long View: Preparing Your Clients for Retirement

How do you get your clients to live their plan—from financial goal-setting to living in a successful retirement? Join 2 seasoned financial planners in a dynamic virtual discussion about the practical tools financial planners use to help clients identify the hard and soft goals for a successful retirement plan.

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