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Thursday
05
APR

Financial Transitions Planning Workshop for Long Life Clients

09:00
12:30
Sudden Money Institute
Event organized by Sudden Money Institute

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Help clients manage disruption, change and transition.
A fast-paced program presenting practical tools and process within the context of an interactive real-life case.
Two tools that can be used with every client to improve communication, decision making and wellbeing.
Who should attend: all professionals with strong technical skills interested in developing strong personal-side skills for their clients 55 and over.