AUM Special Guest Interview – Dr. David Dubofsky – Research Based Marketing Event by Kalli Fedusenko, Financial Advisor Marketing Click here for LinkedIn Interview with Kalli Fedusenko: YouTube Interview with Kalli Fedusenko
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Are you prepared for retirement? This assessment helps you answer that question. Retirement planning typically considers only your financial needs. But there are many nonfinancial issues that should be considered as well – your emotional, psychological, and social needs. The best retirement planning looks into the future from a perspective of Total Wealth. It incorporates both financial and nonfinancial issues….