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Technical

Four Steps to a Happier, Successful “Business” Retirement

Jimmy Williams, CPA/PFS | Free | AICPA | 13 Oct 2016 | AICPA Insights

Retirement planning
Intermediate
Article

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This blog post describes four critical steps to help you be a better partner to your clients as they retire from their own businesses.

Topics covered:

Personal financial planning: Technical: Retirement planning, Intermediate

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