Prudence says: Get a plan of action that’s on FIRE!

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Tuesday, April 3, 2018 4:11:00 PM Categories: Tools of the Trade

In explaining the responsibilities of a fiduciary, Prudence separated the plan year into three phases: Ready, Aim, and Fire! In this video, Prudence focuses on the final four months of the year - the "FIRE" phase. In this phase, it's time for fiduciaries to use the data they collected in the "Ready" phase, and begin to implement the plans they developed in the "Aim" phase.

Previous Prudence videos can be viewed here - make sure you haven't missed any!

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