Which of the following items of information is least likely to be obtained from your client during
Question:
Which of the following items of information is least likely to be obtained from your client during the data gathering portion of the client meeting?
a. General attitude towards spending.
b. The income tax bracket of your client’s adult children.
c. Employer sponsored employee benefits.
d. Repayment term of outstanding debt.
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Related Book For
Fundamentals Of Financial Planning
ISBN: 9781936602094
3rd Edition
Authors: Michael A Dalton, Joseph Gillice
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