Ep. 34: Working With Clients on Retirement Income Strategies

Join Chief Marketing and Strategy Officer Jared Trexler and FinServe Network ambassadors Terrell Dinkins, ChFC®, RICP®, and Angie Ribuffo, CFP®, RICP®, ChFC®, CDFA®, CLTC®, WMCP®, from the Conference of African American Financial Professionals (CAAFP) as they discuss how advisors can help clients open up about their goals for retirement and what they can do to help them get there.

 

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