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Health Care Is An Essential Element of Wealth Care

Health Care Is An Essential Element of Wealth Care

Enterprising Investor · CFA Institute

April 28, 20165m 22s

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Show Notes

In Episode #282, Carolyn McClanahan, a physician and founder of Life Planning Partners, tells CFA Institute why it is essential that financial advisers talk to their clients about their health and then walks us through the components of a health care discussion.