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     Platform Essentials       Planning Fundamentals       Advisor Roundtable         Advanced Planning     

Register for our virtual sessions using the form below:
Can't remember it? Contact Customer Service (888) 362-8482
If you're a CFP® professional looking to get continuing education credits for this session,

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
Advanced Planning: $100 per seat
Note: Session A is not a prerequisite for Session B.

*Please note, session specific materials will be sent 1 business day prior to worksop.


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