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Advisor’s Guide to Planning for the Baby Boomer Client#2953

This course has been archived and cannot be purchased.

Credit
Amount
CFP®
7

Course Description

The evolving financial landscape demands an immediate re-evaluation from any financial services professional who looks forward to serving Baby Boomer clientele. Discover the unique biology, psychology, sociology and demography of this populous, maturing segment. As a Registered Financial Gerontologist and experienced practitioner, the author delivers age -sensitive strategies based on applied research.