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17 March 2016 Multimedia

Health Care Is an Essential Element of Wealth Care

  1. Carolyn McClanahan, CFP

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.

The Take 15 Series is a series of short interviews with leading practitioners on timely topics focused on the investment profession.

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