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  • N/A
    12 Credits
    Ongoing Activity

    IAFP 2017 Symposium

    Institute of Advanced Financial Planners

    15th Annual Symposium Our Case Study deals with a multi-generation family, divorce, retirement, family business and their financial situations.

  • N/A
    1 Credits
    Ongoing Activity

    IAFP Foundation of Trust

    Institute of Advanced Financial Planners

    Interactive presentation reviewing the question, " Is Your Financial Planning Practice Based on A Foundation of Trust?"

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