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Impactful Extras Webinar Recap: Helping Your Clients Budget

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In this session, we reviewed how to set your clients up for success as they begin using the budgeting features available on their personal financial website.

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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 June Training Opportunities here.


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