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     Platform Essentials       Planning Fundamentals       Advisor Roundtable         Comprehensive Planning     

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Choose from our upcoming session dates & times:

Planning Fundamentals: $200 per attendee
Note: Please be sure to select a date/time from both Part I & Part II
Comprehensive Planning: $100 per seat
Note: Session A is not a prerequisite for Session B.
Training details are sent 1 day before the session.

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