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FPG Workshop: Find Your Financial Professional (Replay)

Financial Wellness July 17, 2025 enovak@emoneyadvisor.com

In this wellness workshop, FPG’s Arleny Abad and Sasha Grabenstetter held a practical session on how to prepare for your first meeting with a financial professional. They covered:

  • How to make the most of the guidance you receive so you can take confident steps toward your financial goals
  • What questions to ask
  • What information to bring

Recording

Resources

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