How CPA planners can help clients by addressing the personal aspects of retirement


In the PFP Division's "CPA/PFS Perspectives" webcast series, panelists and CPA/PFS credential holders Marc Minker, Jerry Love, Ted Sarenski and Susan Tillery talk about "Retirement Planning: The Next Phase of Life." This article offers highlights of the discussion on how CPA planners can prepare clients for both the financial and personal aspects of retirement planning. The way to begin, according to these experts, is by asking the right questions of clients.

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