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Longevity (Retirement) Planning – Altering, Adjusting, Adapting
Many CPAs (and their clients) have the same lucky problem; they’re living longer. This requires a reassessment of the traditional retirement planning model as everyone asks when to retire and how do finances, health care costs, living arrangements, new technologies
and succession need to be considered in a longevity plan? Reach yours or a client’s goal, bring your questions and rethink the long road.
Leon LaBrecque, CPA, JD, CFP®, CFA – Chief Growth Officer, Sequoia Financial
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