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MDRT financial planning guide

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Why is financial planning important? What are the key components of a financial plan? Do you discuss cash-flow modeling with clients? MDRT members Bhupinder Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy Hall; Thomas Henske, CFP, ChFC; Max Horne, CFP; and Barbara Pietrangelo, CFP, ChFC, possessing more than 130 years of combined experience as financial planners, advise on crucial aspects to know about financial planning.

Why is financial planning important? What are the key components of a financial plan? Do you discuss cash-flow modeling with clients? MDRT members Bhupinder Anand, ACII, Dip PFS; Sylvia Brim, CPA, CFP; Adrian George, CFP, TEP; Roy Hall; Thomas Henske, CFP, ChFC; Max Horne, CFP; and Barbara Pietrangelo, CFP, ChFC, possessing more than 130 years of combined experience as financial planners, advise on crucial aspects to know about financial planning. 

 

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