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URL:https://www.learndesk.us/class/6247818232594432/lesson/b85fa9f308a9a0a2acf8269e62e0e5ce?ref=outlook-calendar
SUMMARY:Unit 19 - Who's The Head Coach?
DTSTART;TZID=America/Los_Angeles:20260405T190000
DTEND;TZID=America/Los_Angeles:20260405T200000
LOCATION:https://www.learndesk.us/class/6247818232594432/lesson/b85fa9f308a9a0a2acf8269e62e0e5ce?ref=outlook-calendar
DESCRIPTION: 

When was the last time your insurance agent, wealth manager, financial planner, attorney, and CPA sat in the same room to discuss your individual financial plan? Do they even know each other?
Not a hodgepodge of ideas, but an aligned plan matching your values
I’ve seen plans drafted by a CPA in conflict with a plan an attorney-drafted
Other examples



https://www.learndesk.us/class/6247818232594432/lesson/b85fa9f308a9a0a2acf8269e62e0e5ce?ref=outlook-calendar
STATUS:CONFIRMED
SEQUENCE:3
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