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Webinar Recap: Create Quick Plans in Goal Planner

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Webinar: Recognize and Capitalize on Your Firm’s Crucial Growth Opportunities on Thursday, September 30 from 2:00 - 3:00 p.m. ET

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Being short on time doesn’t decrease your ability to create a high-quality plan for your clients. In this session, we walked through how to efficiently deliver an impactful plan using basic facts and Goal Planner.

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Looking for more training opportunities?

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


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