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NAPFA Nation Episode #21: Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf
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NAPFA Nation Episode #21: Planning for Two Retirements: Challenges and Solutions for Special Needs Families” with Britta Koepf
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NAPFA Nation Episode #20: Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone
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NAPFA Nation Episode #20: Bridging the Gap: The Vital Intersection of Healthcare and Financial Planning” with Christine Simone
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NAPFA Nation Episode #19: Lives Under Care: Using Dollars and Cents to Create a Rooted Plan with Amy Irvine
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NAPFA Nation Episode #19: Lives Under Care: Using Dollars and Cents to Create a Rooted Plan with Amy Irvine
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NAPFA Nation Episode #18: See It, Be It: Advocating for Inclusion and Diversity with Jordan Dyson
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NAPFA Nation Episode #18: See It, Be It: Advocating for Inclusion and Diversity with Jordan Dyson
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NAPFA Nation Episode #17: “Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther
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NAPFA Nation Episode #17: “Differently Abled: Challenging Stigmas by Recognizing Neurodiversity and Diverse Skill Sets” with Mike Walther
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NAPFA Nation Episode #16: “Honing Skills: How Volunteering within NAPFA’s Professional Community Can Lead to Career Growth” with Jeff Jones, Abby Hasling, and Stephen Fletcher
On-Demand
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NAPFA Nation Episode #16: “Honing Skills: How Volunteering within NAPFA’s Professional Community Can Lead to Career Growth” with Jeff Jones, Abby Hasling, and Stephen Fletcher
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NAPFA Nation Episode #15: “Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson
On-Demand
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NAPFA Nation Episode #15: “Ethical and Inclusive: Taking Pride in Community Service, ESG and LGBTQ+ Initiatives” with Steve Doster and Michelle Wilson
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NAPFA Nation Episode #14: “Pursuing Purpose: From the Olympics to Philanthropic Wealth” with David Flores Wilson
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NAPFA Nation Episode #14: “Pursuing Purpose: From the Olympics to Philanthropic Wealth” with David Flores Wilson
No Credit
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NAPFA Nation Episode #13: “Advisors Giving Back: Benefits of Pro Bono Financial Planning” with Matt Iverson-Comelo and Lisa Niera
On-Demand
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NAPFA Nation Episode #13: “Advisors Giving Back: Benefits of Pro Bono Financial Planning” with Matt Iverson-Comelo and Lisa Niera
No Credit
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NAPFA Nation Episode #12: Intentional Visibility: Benefits of an Inclusive Workplace Culture with Dana Wilson
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NAPFA Nation Episode #12: Intentional Visibility: Benefits of an Inclusive Workplace Culture with Dana Wilson
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NAPFA Nation Episode #11: "Progressively Yours: How Being Real and Creating a High-Trust Environment Gels as Values Added” with Zach Teutsch
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NAPFA Nation Episode #11: "Progressively Yours: How Being Real and Creating a High-Trust Environment Gels as Values Added” with Zach Teutsch
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NAPFA Nation Episode #10: “Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala
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NAPFA Nation Episode #10: “Career Change Success: How a Tech, Consulting, and Academics Pro Became a Fiduciary Financial Advisor” with Irfan Bhabhrawala
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NAPFA Nation Episode #09: “Time Machine: How the Billable-Hours Business Model Works for Advisors and Clients” with Mark Berg
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NAPFA Nation Episode #09: “Time Machine: How the Billable-Hours Business Model Works for Advisors and Clients” with Mark Berg
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NAPFA Nation Episode #08: “Embracing Fiduciary Excellence: 40th Anniversary Reflections from NAPFA's First President” with Gary Pittsford
On-Demand
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NAPFA Nation Episode #08: “Embracing Fiduciary Excellence: 40th Anniversary Reflections from NAPFA's First President” with Gary Pittsford
No Credit
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NAPFA Nation Episode #07: “Retirement Redefined: How to Balance Time, Money and Joy” with Glenn Frank
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NAPFA Nation Episode #07: “Retirement Redefined: How to Balance Time, Money and Joy” with Glenn Frank
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NAPFA Nation Episode #06: “Fiduciary Values, Exemplified: How Volunteering as a NAPFA Member has Paid Off Over the Years” with Lydia Sheckels
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NAPFA Nation Episode #06: “Fiduciary Values, Exemplified: How Volunteering as a NAPFA Member has Paid Off Over the Years” with Lydia Sheckels
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NAPFA Nation Episode #05: Your Amazing Financial Life with Tara Unverzagt
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NAPFA Nation Episode #05: Your Amazing Financial Life with Tara Unverzagt
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NAPFA Nation Episode #04: Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession with Katie Burke and Bridget Grimes
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NAPFA Nation Episode #04: Deliberate Action: Bridging the Gap for Women in the Financial Planning Profession with Katie Burke and Bridget Grimes
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NAPFA Nation Episode #03: Encore Performance: Changing the Conversation about Money and Finances with Elizabeth Jetton
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NAPFA Nation Episode #03: Encore Performance: Changing the Conversation about Money and Finances with Elizabeth Jetton
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NAPFA Nation Episode #02: The Curious Learner: Creating an Open Canvas with Wendy Hartman
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NAPFA Nation Episode #02: The Curious Learner: Creating an Open Canvas with Wendy Hartman
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