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URL:https://www.learndesk.us/class/6247818232594432/lesson/58400c9d0e0d2ff00240f63dc399d357?ref=outlook-calendar
SUMMARY:Unit 3 - Planning
DTSTART;TZID=America/Los_Angeles:20260405T190000
DTEND;TZID=America/Los_Angeles:20260405T200000
LOCATION:https://www.learndesk.us/class/6247818232594432/lesson/58400c9d0e0d2ff00240f63dc399d357?ref=outlook-calendar
DESCRIPTION: 
Looking at a client’s:

unique family needs
assets
debts
cash flow
emergency funds
property and casualty
coordination of employer benefits
short term, intermediate, and long-term goals
 family members impacted
timing
taxes
health concerns
dreams
liquidity concerns
risk tolerance
legal concerns (foundational documents)
trusts
…and much more



https://www.learndesk.us/class/6247818232594432/lesson/58400c9d0e0d2ff00240f63dc399d357?ref=outlook-calendar
STATUS:CONFIRMED
SEQUENCE:3
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