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Weekend Reading For Financial Planners (January 4–5)

Nerd's Eye View

Also in industry news this week: A survey indicates that workplace retirement plan participants with financial advisors tend to save more than their non-advised counterparts and that a strong majority of participants overall are interested in receiving professional advice (with more than 3/4 of this group expressing willingness to pay for it) A look (..)

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Incorporating Collectibles into High-Net-Worth Financial Planning with Tom Ruggie

Steve Sanduski

Things such as valuation, insurance, storage, and the succession plan. What ultimately is going to happen with those collectibles? Evaluating my own situation, I realized that I was not on top of this and that I was going to potentially leave a mess for my family.

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Tax Practice Succession Planning: A Strategic Guide

Harness Wealth

This can involve dedicated mentoring programs where the current owner or senior leaders share their experience and insights, or job shadowing, which provides first-hand exposure to different aspects of leadership and client management.

Taxes 52
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Tax Practice Succession Plannin: A Strategic Guide

Harness Wealth

This can involve dedicated mentoring programs where the current owner or senior leaders share their experience and insights, or job shadowing, which provides first-hand exposure to different aspects of leadership and client management.

Taxes 52