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Craft the Ultimate Retirement Plan in 20 Years with These Expert Advisor Tips
Budgeting and Investment Empowerment
As a retirement planning advisor, you will need to help clients develop a comprehensive plan for their financial future. This will involve assessing their current financial situation, setting retirement goals, and developing a savings and investment plan to help them achieve those goals. Your first task is to create a retirement plan for a client who wants to retire in 20 years.
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