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    CFP Ethics Aboard the Moshulu

    By: Kristin Beane , 3 days ago
    Posted in: the Philadelphia Tri-State Area

    Join us August 12th aboard the Ship- Moshulu in Philadelphia. Amy Leis, Ph.D., CFP will host us for ...

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    Joint FPA PridePlanners and NAPFA Pride Event - September ...

    By: Joseph Stemmle, CFP® | CRPC® , 3 days ago
    Posted in: PridePlanners®

    September 15th at Noon EST – Estate Planning for the Modern Family: Serving LGBTQ+ Clients and Diverse ...

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    July 2026 Financial Counseling call - "Your Clients ...

    By: Nicholas Tuttle , 10 days ago
    Posted in: Financial Counseling

    Please join us on Thursday, August 20th at 12 pm ET for the August 2026 Financial Counseling Community ...

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