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How Do You Make a Plan without a Prognosis?

March 26, 2024
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A&I Wealth Management > Blog > Elder Planning > How Do You Make a Plan without a Prognosis?

Annalee is an international speaker on aging issues, and a nationally recognized expert. She spoke to us for over an hour about her decades of experience, and gave us practical advice for how to age with dignity and independence.

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    About the author

    Karl Frank, Certified Financial Planner ®, MSF, MBA, MA, is the President of A&I Financial Services LLC, a local business that specializes in wealth management, insurance planning, and retirement planning. Karl cares for business owners and the businesses that care for them. Learn More about Karl.