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Tom Duffy

What You'll Learn

CE Eligible: Two credits for subscribers who need IAR, CFP, PACE and CPE credits. This fulfills the CFP requirement for Ethics.

In this webinar, Tom Duffy, CFP® led listeners in an interactive presentation full of real-life client scenarios that helped them better understand how they can…

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.