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Supporting Clients With Everyday Money Management.

A series of 5 short & 1 full day workshops to pick & choose from. Each session is designed to increase your confidence to have an informed financial conversation with your clients with tips & tricks to support your client engagement.

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Here’s what you may have missed

  • Budgeting - Your Client's New Superpower primary image

    Budgeting - Your Client's New Superpower

    Free

  • Supporting Clients To Make Friends With Bills primary image

    Supporting Clients To Make Friends With Bills

    Free

  • Understanding Economic Harm primary image

    Understanding Economic Harm

    Free

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Organizer of Supporting Clients With Everyday Money Management.