Question: Once a planner has established a client's objectives and gathered his or her data, what should the plamer do next as part of the estate

Once a planner has established a client's objectives and gathered his or her data, what should the plamer do next as part of the estate planning process?

O a) implement the plan

b) identify strategies and present the plan

O c) identify problems and opportunities

O d) establish the client-planner engagement

 Once a planner has established a client's objectives and gathered his

Once a planner has established a client's objectives and gathered his or her dath, what shwit ave, purwe do next as part of the estate planning process? a) implement the plan b) identify strategies and present the plan c) identify problems and opportunities d) establish the client-planner engagement

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