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Do your clients really know their retirement goals?Jerry Brown, senior retirement & financial planner, Assante Financial Management Ltd., builds his business around retirement life Pplanning. People may know what they are retiring from — but do they know what they are retiring to? Brown outlines the three main strategies he teaches in workshops to enable people to prepare a retirement plan based on purpose and life values.He spoke with Dan Richards of Client Insights at the CIFPs Conference in Vancouver.

  • October 8, 2012 October 30, 2019
  • 14:00