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Loved every aspect! Great to review likely conversations ahead with clients and options as to how to address in healthy manner
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will highly recommend to colleagues
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love the detail and ideas for incorporation
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interesting and applicable. I could definitely find these characteristics i.e. openness, conscientious, agreeable very identifiable ! In other words "GREAT". (Andrew)) :)
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i enjoyed the risk/return graphs covering each decade. Very interesting.
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excellent ideas to instill sense of control. Love the Crisis Plan concept
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excellent and thorough
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excellent.....love the spreadsheet demo Craig!
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excellent content and educator skills CRAIG. Love the visuals too!
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much needed webinar! Thank you!
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very essential coverage of ROTH IRA w the Secure Acdt
Since 2009, Advisors4Advisors has streamed CE webinars approved for credit by CFP Board, IWI, and NASBA.
-- CFP®, CPA, CPA/PFS, CIMA®, CFA® continuing education credit live or on-demand
-- Fritz Meyer, Craig Israelsen, Bob Keebler, Frank Murtha
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