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Wealthspan Planning: Guiding Principles for Advising, Accumulation, and Expenditure.

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Τίτλος: Wealthspan Planning: Guiding Principles for Advising, Accumulation, and Expenditure.
Συγγραφείς: Migliaccio, John1 jnmigliaccio1@gmail.com
Πηγή: Journal of Financial Service Professionals. May2026, Vol. 80 Issue 3, p23-28. 6p.
Θεματικοί όροι: *Financial planning, *Client relations, *Financial services industry personnel, *Financial planners, *Retirement planning, Budget management
Περίληψη: We examine how financial gerontology's founding experts charted a pathway that continues to benefit financial service professionals, their clients, and generations to come. Understanding of and tools for creating understanding, expertise, and approaches that assist in the long term relationships between advisor and client remain part of that legacy. [ABSTRACT FROM AUTHOR]
Copyright of Journal of Financial Service Professionals is the property of Society of Financial Service Professionals and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract. (Copyright applies to all Abstracts.)
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  Data: Wealthspan Planning: Guiding Principles for Advising, Accumulation, and Expenditure.
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  Data: We examine how financial gerontology's founding experts charted a pathway that continues to benefit financial service professionals, their clients, and generations to come. Understanding of and tools for creating understanding, expertise, and approaches that assist in the long term relationships between advisor and client remain part of that legacy. [ABSTRACT FROM AUTHOR]
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  Data: <i>Copyright of Journal of Financial Service Professionals is the property of Society of Financial Service Professionals and its content may not be copied or emailed to multiple sites without the copyright holder's express written permission. Additionally, content may not be used with any artificial intelligence tools or machine learning technologies. However, users may print, download, or email articles for individual use. This abstract may be abridged. No warranty is given about the accuracy of the copy. Users should refer to the original published version of the material for the full abstract.</i> (Copyright applies to all Abstracts.)
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      – Code: eng
        Text: English
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      Pagination:
        PageCount: 6
        StartPage: 23
    Subjects:
      – SubjectFull: Financial planning
        Type: general
      – SubjectFull: Client relations
        Type: general
      – SubjectFull: Financial services industry personnel
        Type: general
      – SubjectFull: Financial planners
        Type: general
      – SubjectFull: Retirement planning
        Type: general
      – SubjectFull: Budget management
        Type: general
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      – TitleFull: Wealthspan Planning: Guiding Principles for Advising, Accumulation, and Expenditure.
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            – D: 01
              M: 05
              Text: May2026
              Type: published
              Y: 2026
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