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Consumer Guide to Financial Planning

The "Consumer Guide to Financial Planning" includes helpful information to help inform and educate individuals about the benefits of financial planning. Brochures included in the kit are: "What You Should Know About Financial Planning," "10 Questions to Ask When Choosing a Financial Planner," "Your Rights as a Financial Planning Client" and "Why You Should Choose a CERTIFIED FINANCIAL PLANNER™ Practitioner."

To request a "Consumer Guide to Financial Planning" please complete the following information.

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