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Health Care and Retirement

Health care needs during retirement will create a tremendous emotional and financial impact on your clients' lives.

Are you, as a Financial Advisor, equipped to provide guidance and advice in this critical area?

Advisors have a unique opportunity to build trust and cement client relationships across multiple generations by addressing this topic.

 

Here's what advisors are saying

One of the most useful sessions I attended at this conference. Planning suggestions and things to advise clients that I have never heard before.

- RIA attendee Schwab IMPACT

This is, unequivocally, the most valuable session of the conference! Thank you!

- Financial Advisor; Barron’s Top Team Summit

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Purchase Peter's Book

TOP OF THE FIRST

The Convergence of Health Care
and Financial Planning

2022 edition


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