Life Savings Conversations
This book was written for financial advisors to give to clients. It will:
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Teach children and teens about earning, saving and spending
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Help get spouses aligned on goals so they can wisely plan for their future
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Coach clients on how to talk with their aging parents about important end-of-life intentions with empathy, respect and confidence
Life Savings Conversations will prepare the reader for the ten most important money discussions they'll have in life. And once they read it, they will see how critical the role of a trusted advisor is in their plan.
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