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rFPW OnDemand Training: ACH Contributions

 

Learn how to prep your rebel Financial Personal Website (rFPW) for Financial Planning. As a client of rebel Financial, one of the most powerful resources we provide you is the option of engaging us to help you with your financial planning. Whether you want/need to prepare and evaluate retirement options, fund childrens’ education, build a solid estate plan, or just review your existing plan(s), you need to enter your data and prep your rFPW so that we can effectively model these goals for you. This ondemand webinar/video will guide you through the process of preparing your rFPW so that we can help you most effectively.

Please continue your learning by watching our other two webinars:

rFPW Advanced Training – Vault:

 

rFPW Basic Training – Reference this if you have skipped it or need a refresher:

 

rFPW Advanced Financial Planning webinar

 

Introduction to MoneyGuidePro

 

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