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Choose from our upcoming session dates & times:
Platform Essentials: $100 per seat
October 20th 9:00am ET
Planning Fundamentals: $200 per attendee
Note: Please be sure to select a date/time from both Part I & Part II
Planning Fundamentals | Part I
October 14th 9:00am PT
October 21st 9:00am ET
Planning Fundamentals | Part II
October 15th 9:00am PT
October 22nd 9:00am ET
Advisor Roundtable: $100 per seat
Comprehensive Planning: $100 per seat
Note: Session A is not a prerequisite for Session B.
Comprehensive Planning Session A
November 11th 9:00am ET
Comprehensive Planning Session B
November 12th 9:00am ET
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Training details are sent 1 day before the session.
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