Completed two appointments with potential clients

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Reference no: EM131521278

You are a Financial Planner and have just completed two appointments with potential clients. The first client was a young married couple expecting their first child. The second client was a couple in their mid-60's who are getting ready to retire.

Hypothesize the motivations behind each investor. What are the main concerns and major life events that should be identified?

Reference no: EM131521278

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