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Separation Planning: An adviser’s perspective
Summary by TNR Wealth
1 Articles
1 Articles
Separation Planning: An adviser’s perspective
Separation Planning: An adviser’s perspective Few client meetings have been as challenging. After years of being happily married, Sarah and her husband decided to separate, and the story of her acrimonious divorce was certainly distressing. It started with a chance meeting, where in passing, Sarah mentioned the divorce. She assured me she’d had enough of advisers for a while and just wanted some time out. I insisted we meet as quickly as possibl…
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