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Webinar Recap: Capital Market Assumptions

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Webinar: Making Money More Human: The Value of Emotional Intelligence in Financial Planning (1 CFP® CE Credit) on Thursday, October 7 from 2:00 - 3:00 p.m. ET

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Capital Market Assumptions affect every plan you create on our platform. In this session, we focused on how to build those assumptions and keep them updated. We also reviewed how to utilize the investment specialist role for your business.


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