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DTSTART:20210314T070000
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DTSTART;TZID=America/New_York:20220414T140000
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DTSTAMP:20260409T212431
CREATED:20220328T133838Z
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UID:33601-1649944800-1649948400@studymanuals.naifa-florida.org
SUMMARY:NAIFA Live: Eleanor I. Johnson\, CPA\, CLU\, CGMA
DESCRIPTION:April NAIFA Live: Eleanor I. Johnson\, CPA\, CLU\, CGMA\nThe Conversation BEFORE the Conversation: How to create a common dialogue that uncovers client priorities and motivates them to move forward with the implementation of planning strategies.\nApril 14th | 2 pm eastern \n \nHave you ever made a planning recommendation to a client that you worked on extensively but that was never actually implemented? Or if implemented\, did the client later “forget” why they did what they did? In most cases that outcome was predictable – either because the recommendation made was not fully understood\, or because the client had other planning priorities that may not have been discovered. \nIn this session\, Eleanor Johnson\, CPA\, CLU\, CGMA\, Founding Principal\, Highland Capital Brokerage\, will describe her “three buckets” level setting approach that is used as part of every first client meeting and again when a new advisor or center of influence is added to the team. \n \n 
URL:https://studymanuals.naifa-florida.org/event/33601/
LOCATION:ZOOM
CATEGORIES:Members Only,NAIFA Live,Virtual
ORGANIZER;CN="NAIFA":MAILTO:info@naifa.org
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DTSTART;TZID=America/New_York:20220414T173000
DTEND;TZID=America/New_York:20220414T190000
DTSTAMP:20260409T212431
CREATED:20220328T125809Z
LAST-MODIFIED:20220328T125951Z
UID:33588-1649957400-1649962800@studymanuals.naifa-florida.org
SUMMARY:Young Advisors April Social
DESCRIPTION:Click here to RSVP for the YAT Social
URL:https://studymanuals.naifa-florida.org/event/33588/
LOCATION:Lynch’s Irish Pub\, 514 1st Street North\, Jacksonville Beach\, FL
CATEGORIES:Chapter Event,In Person Event,Mixer,Networking,New Members,Non-Members,Open to Members & Non-Members,YAT
ORGANIZER;CN="NAIFA-Northeast Florida":MAILTO:info@naifa-jacksonville.org
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