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FORUM Magazine - September 2023

Page 1

SEPTEMBER 2023 • $5.50

The Magazine of Influence for Financial Advisors

Career Volunteer Advocis’s chair shares his goals for the board Eric Lidemark, CFP, CLU, CH.F.C., CHS Proud Advocis member since 1977

HOW TO BETTER SUPPORT CLIENTS WITH DEMENTIA ADVISOR ATHLETES SHARE LESSONS LEARNED

A STRATEGY TO MEET MORE HNW PROSPECTS

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FORUM Magazine - September 2023 by Advocis - Issuu