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ABC’s and 123’s of Education Planning (Training Webinar)

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In this webinar, we discuss tips to help your clients create a plan to send their children to college. We’ll cover the following topics:

  • Different funding options
  • Best practices when entering plans
  • How to utilize goal planner
  • Relevant reports




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If you’d like to register for any of our upcoming training webinars, head over to the eMoney Training page.


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