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The Four Most Important Questions In Retirement Planning

When we do a retirement plan for a client, most of them come to us with the first question in the front of their minds, but the other three key questions to ask and answer are often a surprise. The first questions everyone asks is:

Do I/We have enough?

And we can usually answer this question with great accuracy given enough information about assets and liabilities and using good assumptions about Social Security, inflation and expected rates of return.

However, can you guess the other three questions that are equally if not more important?

Teaser alert! To discover the other three questions, you need to attend our upcoming Retirement Blunders webinar on May 23 at 6:00 p.m. (PST). Filled with lots of practical tips, actionable ideas, good stories and a question and answer session, you won’t want to miss this opportunity.

It’s free, but you have to REGISTER to get the log-in instructions. Go here to REGISTER NOW!

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