For retired employees, should I educate them about money management and then give my business cards out? Or should i just pitch my services to them?

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Posting as :
works at
You are currently posting as works at

Solve problems or talk opportunities that apply. Being seen as a resource who provides value would be the goal

@OP - Eagle, RRep or Life/Health? There’s a good internal system to use for cash flow analysis. I have a really good piece I use to depending on your credentials. Let me know and I can send it to you.

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