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Retirement Planning - Advising Clients on Avoiding Common Missteps and Mistakes Logo aicpa

  Ted Sarenski |   Free |   AICPA |   18 Aug 2015 |

In this podcast, Ted Sarenski, CPA/PFS addresses common missteps and mistakes that clients make in planning for retirement and how CPA financial planners can advise clients to mitigate these regardless of the stage of life their clients are currently in.

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