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Webinar Recap: Planning for the Perfect Presentation

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Webinar: 2020 Trends & Strategies for Smarter Giving (1 CFP® CE Credit) Dec 3, 2020 2:00 PM 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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