Finding the Gold in Gray: Keys to Serving Boomers and Older Clients
By Michael Sullivan, Retirement Communications Expert Editor’s note: This presentation was delivered in live webinar format in 2015. Michael’s comments have been edited for clarity and length. You can view a YouTube brief of the original presentation here. You may also choose to take the full length course and earn 1 CRC®, CFP®, and/or PACE CE […]
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