Save time and grow your practice efficiently.
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financialplanning Sponsor content from Cambridge Cambridge
Web Seminar
Understanding today’s financial planning landscape
Tuesday, Nov 9, 2021 at 2 pm ET / 12 pm PT 60 minutes
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Hello Voornaam,

Have you worried about the future of your business? Are there feelings of uncertainty? Developing an understanding of different options and solutions can save you time and help you grow your practice efficiently.

The competitive nature of the financial services industry today emphasizes the importance of efficient, effective tools and resources to best serve your investing clients.

From laying the groundwork to learning new ways to apply the solutions in your practice, explore and learn about the innovative solutions offered at Cambridge, including:

  • Digital Solutions
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Join Cambridge’s First Vice President of Fiduciary Services, Valarie Vest, and Director of Fiduciary Services, Kevin IhrkeCFP® on Tuesday, November 9 at 2 p.m. ET for a live webinar experience created with you and your business in mind.

Key Speakers
Valarie Vest
First Vice President of Fiduciary Services
Cambridge Investment Research, Inc.
(Speaker)
Kevin Ihrke
Director of Fiduciary Services, CFP®
Cambridge Investment Research, Inc.
(Speaker)
David Adler
Wealth Management & Behavioral Finance Expert
(Moderator)
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