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In this episode, Sev discusses the subject areas that you need to study and be aware of in the Retirement Savings and Income Planning module of the CFP® exam. Topics such as Social Security, qualified vs non-qualified ERISA plans, defined benefit vs defined contribution plans
4.2
1313 ratings
In this episode, Sev discusses the subject areas that you need to study and be aware of in the Retirement Savings and Income Planning module of the CFP® exam. Topics such as Social Security, qualified vs non-qualified ERISA plans, defined benefit vs defined contribution plans
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