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When money changes, life changes, and when life changes, money changes.

In the late 1990s, while I was still a practicing Certified Financial Planner®, I was struck by all of the stories of...

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First 10 days of a Lottery Win ceft® training checklist for lottery winners financial advisors financial planners financial transitions planning mega millions the first 10 days of a lottery win Aug 01, 2022
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The Increased Divorce Rate for the Over 50 Population ceft® training divorce families in transition fti/smi community Jul 08, 2019
The Playbook for When Life Changes ceft® training families in transition financial transitions planning long life planning major life events retirement Apr 15, 2019

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