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July 2020 Product Updates

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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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This July, we’re giving you more control of your time with Callback Assist—which gives you the option to receive a callback at the phone number of your choice, while preserving your place in line.

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