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Goals/Needs-Based Investing
Adding Pro Bono Financial Planning to Your Practice
One of the easiest and most direct ways for advisors to give back to their communities is to provide pro bono financial planning services, and the Foundation for Financial Planning is set up to help them do exactly that.
Children & College Savings
Advisor Perspectives: Guiding Your Child to Financial Independence
This piece is approved to use with clients.
You can guide your child towards financial independence by imparting these valuable lessons.