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Rizzo is getting ready for her first meeting with her new financial planner, Didi. Wh information does Rizzo not need to bring to this meeting?
Rizzo is getting ready for her first meeting with her new financial planner, Didi. Wh information does Rizzo not need to bring to this meeting? Previously filed income tax and gift tax returns. A copy of her current will. A detailed list of Rizzo's assets and liabilities. Rizzo should bring all of the above information to her first meeting with Didi
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