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Technical

How to help clients learn to save

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James A. Shambo, CPA/PFS | Free | AICPA | 24 Aug 2015 | Journal of Accountancy

Process, taxation & strategies
Intermediate
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It is clear many clients don’t know how much to save, but just as many don’t really know how to save. This article provides tips on how to help.

Topics covered:

Personal financial planning: Technical: Retirement planning, Intermediate
Personal financial planning: Technical: Retirement planning: Process, taxation & strategies, Intermediate

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Technical

How to help clients learn to save

Comments/Reflections

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