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Pro Bono Planner signature date Print name Email Phone Address Company Please Circle all Designations that apply CFP ChFC CLU CPA MBA JD PhD EA AIFA CSCP RIA CIMA AFC Other Affiliations/Associations such as FPA NAPFA Planners are also encouraged to sign up as a volunteer with the Foundation for Financial Planning www. Consumerfinance. gov/library-resources/ FDIC https //www. fdic.gov/consumers/consumer/moneysmart/ National Endowment for Financial Education http //www. Thank you for making...
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One-on-one meetings are face-to-face interactions between two individuals to discuss and address specific topics or issues.
There is no official filing requirement for conducting one-on-one meetings as they are typically informal interactions between two individuals.
There is no specific form or document to fill out for conducting one-on-one meetings. It is typically organized by scheduling a meeting and preparing an agenda.
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