Friday, August 10, 2012

Proactive Planning in Preparation for 2013

With so many unknowns in 2013 compounded by an election year, your clients need to take advantage of many financial planning avenues now to avoid missing crucial opportunities to protect their nest egg and increase their net worth.

Source: http://www.aicpa.org/InterestAreas/PersonalFinancialPlanning/CPEAndEvents/Pages/ProactivePlanning.aspx

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