Session #: 937-06
Presenter(s): V. Raymond Ferrara Session Length: 1:40 hr. Event: NATP 2007 Annual National Conference Date: July 23-25, 2007
Beginning January 1, 2006 and every 15 seconds thereafter, a Baby Boomer turns 60 and edges closer to retirement. How are you going to help them prepare for retirement with tax planning, investment planning, and perhaps most importantly of all, cash flow planning? Learn the demographics of this group and what they want from their advisors. Not only will you be able to assist existing clients, but you'll be able to attract new ones as well.
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