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PFP2003 - PFP2003. The Future of a PFP Practice

‐ Jul 20, 2020 11:55am

We hear that the future is bright for personal financial planning services, but that is true only of advisors who are capable of offering a comprehensive service package, and who are adequately preparing for a rapidly-changing future. This session will discuss holistic planning services, the increasingly personal ongoing relationship and the tools that can help you leverage your time and expertise.


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