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"The Ultimate Retirement Inventory Checklist"

Confidently guide your clients through the complexities of retirement planning. This checklist is designed to help you assess your clients’ retirement health and uncover every resource to maximize their retirement potential.

The retirement planning landscape is becoming more intricate in 2025. With several of the provisions set forth by the SECURE 2.0 Act set to take effect this year, retirement planning professionals will encounter new complexities alongside fresh opportunities.

Hidden assets and overlooked strategies could be the key to elevating retirement outcomes. But how can you effectively identify the right opportunities?

This checklist is designed to help you gain a comprehensive understanding of your clients’ current financial situation and potential risks using a systematic framework. 

Download your checklist today to start enhancing your retirement planning strategies. 

Offered Free by: Commonwealth Financial Network
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