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Impactful Extras Series Webinar Recap: Delivering Client Plans

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Webinar Recording: The Gift of Advice: A Panel Discussion

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In this session, we focused on how to effectively use multiple areas of our platform to provide client plans. We touched on present mode, financial priorities, and how to present with our interactive planning tools.

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Looking for more training opportunities?

Check out how you can register for our upcoming Advanced and Impactful Extras webinars, earn Continuing Education (CE) credits by attending our monthly on-demand CE webinars or our virtual live training workshops. View all your October Training Opportunities here.


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