Question: QUESTION 4Ivan is meeting with a new client, Elia. After establishing rapport and discussing Elia's personal and financial situation, Ivan asks, With the portfolio you

QUESTION 4Ivan is meeting with a new client, Elia. After establishing rapport and discussing Elia's personal and financial situation, Ivan asks, "With the portfolio you currently have, what concerns you most about meeting your future goals?" What wealth planning area is Ivan exploring at this point? a. Retirement planning.b. Investment planning,c. Estate planning.d. Lifestyle planning.

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