Event

    Envestnet Event
    CE Credit

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    Conference by Envestnet (50 min)

    Taking the Mystery out of Lending for the Financial Advisor

    Financial advisors of today are expected to be the experts on more topics than ever before, including the use of debt as an asset class. This session will highlight when and how the use of credit and lending solutions should be brought into a holistic conversation with prospects and existing clients. 

    Take the CE Quiz for 1 hour of CFP/CIMA credit.