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2007 Symposium FPA of Colorado and Colorado Society of CPA's 6th Annual Financial Planning Symposium Finding the Dream Avoiding the Nightmares Friday, November 2, 2007, LY Ear Bird e Lin DEA 5th Oct

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Individuals who are planning for their financial future and want to make informed decisions about their investments may find this brochure useful. It provides information on various financial planning topics, strategies, and services.

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What is fpasymbrochure2007pub - cofpa?

fpasymbrochure2007pub - cofpa is the Financial Planning and Advisory Services Brochure for 2007 published by the Certified Financial Planner Board of Standards.

Who is required to file fpasymbrochure2007pub - cofpa?

Certified Financial Planners and financial advisory firms are required to file fpasymbrochure2007pub - cofpa.

How to fill out fpasymbrochure2007pub - cofpa?

fpasymbrochure2007pub - cofpa must be filled out with accurate and updated information about the financial planning and advisory services provided by the individual or firm.

What is the purpose of fpasymbrochure2007pub - cofpa?

The purpose of fpasymbrochure2007pub - cofpa is to provide transparency and disclosure to clients about the financial planning and advisory services offered.

What information must be reported on fpasymbrochure2007pub - cofpa?

Information such as services offered, fees charged, conflicts of interest, disciplinary history, and qualifications of the financial planner or advisory firm must be reported on fpasymbrochure2007pub - cofpa.

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