Before & After: A Case Study of How People's Lives (and Their Plan) Change Over Time

August 19, 2024

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  • Kirk and Michael review a case study of how people's lives (and their plan) change over time as their goals evolved. This discussion illustrates why it is important to communicate goals with the team properly and to remain engaged with the education.

Every C2 client journey starts with education.

We believe education should come before advice. That’s why we invite anyone interested in retirement planning to attend a comprehensive class hosted by the Retirement Education Foundation.