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Client Workshops – Financial Planning

Workshop marketing is a great strategy to generate new prospects and reengage with your clients.

Topics for Individuals

Topic/Description PowerPoint Support Materials
Debt reduction - Discusses the "real" cost of one's debt and how it can be taken control of in order to have more for retirement savings.

(11 slides)

Financial wellness - Provides tips on how to take a healthy approach to money matters.

BB11946 (69 slides)

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