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BEGIN:VEVENT
URL:https://www.learndesk.us/class/6247818232594432/lesson/1599e3538d311da1ee754036391950c1?ref=outlook-calendar
SUMMARY:Unit 2 - A Basis for Sound Decisions
DTSTART;TZID=America/Los_Angeles:20260405T190000
DTEND;TZID=America/Los_Angeles:20260405T200000
LOCATION:https://www.learndesk.us/class/6247818232594432/lesson/1599e3538d311da1ee754036391950c1?ref=outlook-calendar
DESCRIPTION: 

Values-based financial planning
What is most important and defined goals

What drives your decisions

Customized comprehensive plan
Coordinate investments and risk management, legal and tax considerations.
Team of professionals: attorneys, accountants, insurance specialists, wealth managers



https://www.learndesk.us/class/6247818232594432/lesson/1599e3538d311da1ee754036391950c1?ref=outlook-calendar
STATUS:CONFIRMED
SEQUENCE:3
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