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This article appeared in the September 2019 Journal of Financial Service Professionals. 

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These articles are reprinted with permission from the Journal of Financial Service Professionals. 

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This article appeared in the May 2019 Journal of Financial Service Professionals. 

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This article appeared in the November 2018 Journal of Financial Service Professionals. 

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This article appeared in the November 2019 Journal of Financial Service Professionals. 

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Program Overview Learn how to help your clients find more money for their short- and long-term financial goals. Help them create Spending Plans, to achieve the balance between building a stronger financial foundation and enjoying the journey. Distinguish yourself as the advisor who helps clients become more purposeful in their spending, increasing their quality of [...]

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This article appeared in the July 2020 Journal of Financial Service Professionals. 

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