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Which of the following is an example of the art of financial planning? A. Interviewing the client to understand his or her goals and objectives
Which of the following is an example of the art of financial planning?
A. | Interviewing the client to understand his or her goals and objectives | |
B. | Determining the client's retirement needs | |
C. | Calculating a prudent emergency fund amount | |
D. | Deciding which qualified retirement plan would be met the clients objectives | |
E. | Assessing how best to lower tax liabilities |
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