Evaluate the need for and recommend financial management strategies for clients with special challenges. Examples of these

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Evaluate the need for and recommend financial management strategies for clients with special challenges. Examples of these groups include: single head-of-household families, non-traditional families, pre- and post-divorce planning, pre- and postmortem planning, remarriage, elderly clients, disabled clients or families with disabled offspring, business owners, and athletes/entertainers.

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Fundamentals Of Financial Planning

ISBN: 9781936602094

3rd Edition

Authors: Michael A Dalton, Joseph Gillice

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