9. Educate a Client about the Financial Aspects of Retirement and Estate Planning (9%) Flashcards
Knowledge will assist learner provide clients with the tools and knowledge to create comprehensive retirement and estate plans that address their financial needs, lifestyle goals, and legacy considerations.
This is a private class.
You need a Pro account to access a Private class
I have an access code
To request access, contact David Giles, and ask that they share the class directly with you, using the email address you use for your Brainscape account.
