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18
Financial Planning Roadmap Using Form 1040
Date
May 5, 2011
D
Speakers
Jerry L. Love, CPA, CGMA, ABV, CFF, CITP, PFS
President, Jerry Love CPA LLC
Founder and President, L. K. Benson & Company
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Planning for retirement is much more than creating a retirement portfolio. This session will explore the human implications of stepping away from the office and the paycheck, planning ideas on how to get the most after-tax income, and building resiliency into a retiree's financial life…
