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Keynote Speeches
The Best Response in the Worst of Times
The E.P.I.C. Retirement
Becoming a Better Biographer of Your Clients
Return on Life™ – Delivering Value that will Never be Undervalued
Prepare or Repair: The Holistic Risk Dialogue
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Your Client’s Story
Becoming a Life-Centered Planner
The Changing Face of Retirement
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The Cash in the Hat (DVD and Discussion Guide)
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The Bean is not Green (DVD)
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