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May 2020

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By Broker Educational Sales & Training Inc.
BEST's webinar provides a comprehensive update and review of the CFP Board's new Code of Ethics and Standards of Conduct, with an emphasis on explaining what CFPs need to do to meet the new standards.
By Financial Plan Inc
Both Associate Advisors at Bellingham's Financial Plan Inc. receive important designation
By Mariaca Wealth Management, LLC.
Mariaca Wealth Management, LLC. is excited to announce and welcome our new Wealth Advisor, Adam Wilkins. Adam, who will sit the CFP exam in November, will work closely with clients to create long-term financial plans and build lasting relationships.
By Northwestern Mutual - Chicago
Steve Domsky earns the highest standard in personal financial planning
By Ameriprise Financial
Sarah Oberhofer, CFP®, MBA, APMA®, CRPC®, a financial advisor with Ameriprise Financial in Brookfield, recently obtained the CERTIFIED FINANCIAL PLANNERTM certification.
By Mariaca Wealth Management, LLC.
Mariaca Wealth Management, LLC. is proud to announce and welcome Joe Hogan, a Certified Financial Planner (CFP®), to our team.
By Northwestern Mutual - Chicago
Raymond S. Lee,  CFP ®, CLU® a Financial Advisor with Northwestern Mutual – Chicago has been authorized by the CERTIFIED FINANCIAL PLANNER™ Board of Standards Inc.

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