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I apparently already have a practice geared toward retirement planning because I didn't learn anything much new. He did make a good case for formalizing the offering for marketing purposes, and I really should draw up materials to support this specialty. Good tip. Dennis could slow down his speech a bit.
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I expected more information on retirement income strategies and not so much on marketing a practice.
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I think it could have used more specifics about the actual delivery of retirement income....where to go for strategy and technique
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Speaker spoke too fast.