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Which of the following activities are likely to be considered relevant elements of financial planning? Click all that apply. Analyzing a person's investment portfolio and
Which of the following activities are likely to be considered relevant elements of financial planning? Click all that apply. Analyzing a person's investment portfolio and recommending changes to the asset allocation and the mutual funds held in that individual's account. Reviewing a person's will, retirement and investment accounts, and property deeds to ensure that assets will pass to the intended beneficiaries based on the individual's financial goals and objectives. Completing IRS Form 1040 for a friend. Selling a flood insurance policy to a homeowner
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