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Webinar Recap: Planning for the Perfect Presentation

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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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In this week’s session, we discussed how to prepare for the perfect client meeting using eMoney. We focused on entering key data, prepping the financial plan and reports, and sharing the deliverable.

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